-51.1%
FIS vs SOXQ
+45.5%
-96.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -3.1% | -20.6% | -24.3% |
| 7D | -18.4% | -12.1% | -6.3% | -20.8% |
| 30D | -11.4% | -22.0% | +10.7% | -15.8% |
| 3M | -32.0% | -15.6% | -16.4% | -34.1% |
| 6M | -35.6% | -2.4% | -33.2% | -36.7% |
| YTD | -53.8% | +45.4% | -99.2% | -55.4% |
| 1Y | -51.1% | +47.7% | -98.8% | -52.8% |
| All | -51.1% | +45.5% | -96.5% | -52.8% |
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 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