+140.9%
FAST vs SOXQ
+245.8%
-104.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.7% | -4.5% | -0.1% |
| 7D | +4.3% | +2.9% | +1.4% | +3.4% |
| 30D | +8.3% | -13.6% | +21.9% | +11.4% |
| 3M | +6.5% | -12.5% | +19.0% | +8.8% |
| 6M | +29.5% | -12.4% | +41.9% | +30.2% |
| YTD | +41.3% | +49.6% | -8.3% | +21.6% |
| 1Y | +37.4% | +52.0% | -14.6% | +17.5% |
| 3Y | +98.5% | +199.1% | -100.6% | +28.9% |
| 5Y | +111.1% | +192.6% | -81.5% | +30.1% |
| All | +140.9% | +245.8% | -104.9% | +43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling