-19.9%
MSTZ vs SOXQ
+105.6%
-125.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.9% |
| 7D | -23.6% | +5.2% | -28.8% | -18.9% |
| 30D | -60.7% | -0.5% | -60.2% | -60.5% |
| 3M | -58.3% | -5.6% | -52.6% | -57.8% |
| 6M | -60.0% | +53.0% | -113.0% | +8.6% |
| YTD | -75.2% | +68.8% | -144.0% | -6.3% |
| 1Y | -19.9% | +105.7% | -125.6% | +492.8% |
| All | -19.9% | +105.6% | -125.5% | +492.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling