-25.6%
FIS vs SOXQ
+227.1%
-252.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.2% |
| 7D | -8.9% | +2.3% | -11.2% | -8.9% |
| 30D | -9.9% | -3.9% | -6.0% | -9.9% |
| 3M | 0.0% | -4.7% | +4.7% | -0.5% |
| 6M | -22.9% | +47.9% | -70.8% | -27.8% |
| YTD | -40.9% | +64.3% | -105.2% | -45.7% |
| 1Y | -40.4% | +95.7% | -136.1% | -47.1% |
| All | -25.6% | +227.1% | -252.7% | -47.4% |
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