+110.7%
FAST vs SOXQ
+290.2%
-179.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +1.8% | +5.2% | -3.4% | +0.6% |
| 30D | -6.4% | -0.5% | -5.9% | -6.4% |
| 3M | +5.3% | -5.6% | +10.9% | +5.6% |
| 6M | +5.4% | +53.0% | -47.6% | -8.2% |
| YTD | +23.6% | +68.8% | -45.2% | +4.3% |
| 1Y | +4.1% | +105.7% | -101.7% | -17.7% |
| 3Y | +92.4% | +240.5% | -148.1% | +21.9% |
| 5Y | +106.1% | +266.8% | -160.7% | +20.5% |
| All | +110.7% | +290.2% | -179.5% | +22.9% |
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 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