+130.0%
FITB vs SOXQ
+227.1%
-97.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +1.0% |
| 7D | -1.0% | +2.3% | -3.3% | -1.5% |
| 30D | -5.5% | -3.9% | -1.6% | -4.7% |
| 3M | +4.1% | -4.7% | +8.8% | +3.7% |
| 6M | +18.7% | +47.9% | -29.2% | +2.5% |
| YTD | +18.2% | +64.3% | -46.2% | -1.5% |
| 1Y | +23.7% | +95.7% | -72.1% | -3.0% |
| All | +130.0% | +227.1% | -97.1% | +32.3% |
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