+96.2%
FAST vs SOXQ
+190.9%
-94.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +4.8% | -5.7% | +10.5% | +5.4% |
| 30D | +8.6% | -20.5% | +29.1% | +11.6% |
| 3M | +5.7% | -16.6% | +22.3% | +7.8% |
| 6M | +25.5% | -15.0% | +40.4% | +26.2% |
| YTD | +39.6% | +41.5% | -1.9% | +27.3% |
| 1Y | +35.5% | +40.2% | -4.7% | +23.6% |
| 3Y | +96.2% | +183.0% | -86.8% | +40.7% |
| All | +96.2% | +190.9% | -94.7% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling