-79.9%
FIG vs SOXQ
+106.9%
-186.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.8% | +3.0% | +5.0% |
| 7D | -3.8% | +0.8% | -4.6% | -3.7% |
| 30D | -2.3% | -4.6% | +2.3% | -2.9% |
| 3M | +20.0% | -10.2% | +30.1% | +18.5% |
| 6M | -16.7% | +49.7% | -66.3% | -33.1% |
| YTD | -37.9% | +67.2% | -105.2% | -54.4% |
| 1Y | -58.5% | +98.0% | -156.5% | -70.8% |
| All | -79.9% | +106.9% | -186.9% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling