+64.0%
FBTC vs SOXQ
+191.2%
-127.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.4% |
| 7D | -5.8% | +2.3% | -8.1% | -6.7% |
| 30D | +21.4% | -3.9% | +25.3% | +23.0% |
| 3M | +24.5% | -4.7% | +29.2% | +24.0% |
| 6M | +9.9% | +47.9% | -38.0% | -12.1% |
| YTD | -12.0% | +64.3% | -76.4% | -32.8% |
| 1Y | -32.3% | +95.7% | -128.0% | -52.1% |
| All | +64.0% | +191.2% | -127.1% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling