-99.7%
SOXS vs MPWR
+182.0%
-281.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.9% | +15.0% | +4.1% |
| 7D | -28.4% | +16.8% | -45.2% | +2.3% |
| 30D | +19.4% | +11.9% | +7.6% | +76.6% |
| 3M | +28.2% | +2.2% | +25.9% | +80.1% |
| 6M | -37.7% | -15.5% | -22.2% | -6.7% |
| YTD | -91.6% | +54.2% | -145.8% | -55.0% |
| 1Y | -93.1% | +51.5% | -144.5% | -62.2% |
| 3Y | -99.7% | +180.2% | -279.9% | -79.8% |
| All | -99.7% | +182.0% | -281.7% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 3y: compounded portfolio wealth divided by compounded MPWR 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…
3y analysis · Full analysis span regression · 6 months rolling