-70.4%
FIS vs SOXQ
+290.2%
-360.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | -9.1% | +5.2% | -14.3% | -9.9% |
| 30D | -10.4% | -0.5% | -9.9% | -10.5% |
| 3M | -3.7% | -5.6% | +1.9% | -4.1% |
| 6M | -24.8% | +53.0% | -77.8% | -34.6% |
| YTD | -41.6% | +68.8% | -110.3% | -50.8% |
| 1Y | -42.7% | +105.7% | -148.5% | -54.8% |
| 3Y | -26.2% | +240.5% | -266.7% | -54.0% |
| 5Y | -66.1% | +266.8% | -332.9% | -80.8% |
| All | -70.4% | +290.2% | -360.6% | -83.1% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling