-55.6%
FISV vs SOXQ
+279.9%
-335.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.0% |
| 7D | -7.2% | +2.3% | -9.5% | -7.6% |
| 30D | -7.2% | -3.9% | -3.3% | -6.7% |
| 3M | -8.2% | -4.7% | -3.4% | -9.0% |
| 6M | -17.7% | +47.9% | -65.6% | -27.5% |
| YTD | -27.2% | +64.3% | -91.5% | -37.7% |
| 1Y | -63.0% | +95.7% | -158.7% | -70.1% |
| 3Y | -59.8% | +231.5% | -291.3% | -73.8% |
| 5Y | -55.8% | +255.0% | -310.8% | -73.6% |
| All | -55.6% | +279.9% | -335.5% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling