-99.7%
SOXS vs MSTU
-94.0%
-5.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -6.8% | +14.9% | +6.2% |
| 7D | -9.4% | -22.0% | +12.6% | -15.5% |
| 30D | +6.2% | +60.3% | -54.1% | +27.8% |
| 3M | -28.0% | -3.7% | -24.3% | -21.4% |
| 6M | -99.2% | -45.2% | -54.0% | -99.2% |
| YTD | -99.5% | -64.3% | -35.2% | -99.5% |
| All | -99.7% | -94.0% | -5.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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