+61.7%
MTSI vs SOXQ
+45.5%
+16.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +2.3% |
| 7D | -10.7% | -12.1% | +1.4% | +2.5% |
| 30D | -29.0% | -22.0% | -6.9% | -6.9% |
| 3M | -14.7% | -15.6% | +0.9% | +4.5% |
| 6M | -20.1% | -2.4% | -17.7% | -14.5% |
| YTD | +36.1% | +45.4% | -9.3% | +0.9% |
| 1Y | +61.7% | +47.7% | +14.1% | +18.9% |
| All | +61.7% | +45.5% | +16.3% | +18.9% |
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 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