-70.0%
FIS vs SOXQ
+286.7%
-356.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | -7.9% | +0.8% | -8.7% | -8.0% |
| 30D | -8.0% | -4.6% | -3.4% | -7.4% |
| 3M | +0.6% | -10.2% | +10.8% | +1.3% |
| 6M | -22.2% | +49.7% | -71.9% | -32.0% |
| YTD | -40.8% | +67.2% | -108.0% | -50.0% |
| 1Y | -41.5% | +98.0% | -139.5% | -53.3% |
| 3Y | -25.5% | +237.2% | -262.7% | -53.5% |
| 5Y | -64.8% | +261.3% | -326.1% | -80.0% |
| All | -70.0% | +286.7% | -356.6% | -82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling