-7.6%
FIGR vs SOXQ
+48.7%
-56.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.4% | -2.9% |
| 7D | +1.0% | +2.3% | -1.3% | 0.0% |
| 30D | +31.4% | -3.9% | +35.3% | +33.9% |
| 3M | +30.3% | -4.7% | +35.0% | +30.2% |
| 6M | -7.6% | +47.9% | -55.5% | -31.8% |
| All | -7.6% | +48.7% | -56.3% | -31.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling