-72.7%
MTCH vs SOXQ
+258.1%
-330.9%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.6% |
| 7D | +1.3% | +0.8% | +0.5% | +0.9% |
| 30D | +15.9% | -4.6% | +20.5% | +17.7% |
| 3M | +23.3% | -10.2% | +33.4% | +25.6% |
| 6M | +40.1% | +49.7% | -9.5% | +7.4% |
| YTD | +33.6% | +67.2% | -33.7% | -4.3% |
| 1Y | +14.1% | +98.0% | -83.9% | -26.5% |
| 3Y | +1.4% | +237.2% | -235.7% | -59.5% |
| All | -72.7% | +258.1% | -330.9% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling