-55.8%
FIG vs SOXQ
+111.3%
-167.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.4% | -7.7% | -4.0% |
| 7D | -16.3% | +2.3% | -18.7% | -16.1% |
| 30D | -14.3% | -2.3% | -12.1% | -14.5% |
| 3M | +7.2% | -13.8% | +20.9% | +6.6% |
| 6M | -18.6% | +48.6% | -67.2% | -37.2% |
| YTD | -35.5% | +66.0% | -101.4% | -55.4% |
| 1Y | -55.8% | +107.9% | -163.7% | -77.3% |
| All | -55.8% | +111.3% | -167.1% | -77.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling