+12.1%
FIGR vs SOXQ
+98.3%
-86.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.8% | -6.4% | -5.9% |
| 7D | -3.0% | +0.8% | -3.8% | -3.6% |
| 30D | +13.7% | -4.6% | +18.2% | +17.6% |
| 3M | +23.9% | -10.2% | +34.0% | +30.3% |
| 6M | -8.4% | +49.7% | -58.1% | -48.8% |
| YTD | -14.6% | +67.2% | -81.9% | -58.8% |
| 1Y | +12.1% | +98.0% | -85.9% | -63.7% |
| All | +12.1% | +98.3% | -86.3% | -63.7% |
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