+64.5%
FBTC vs SOXQ
+196.3%
-131.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | +22.0% | -4.6% | +26.6% | +24.0% |
| 3M | +21.6% | -10.2% | +31.8% | +24.7% |
| 6M | +9.2% | +49.7% | -40.4% | -12.9% |
| YTD | -11.8% | +67.2% | -79.0% | -33.1% |
| 1Y | -32.7% | +98.0% | -130.7% | -52.5% |
| All | +64.5% | +196.3% | -131.8% | +0.8% |
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