+58.0%
FIVN vs SOXQ
+45.5%
+12.5%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.6% |
| 7D | -3.4% | -12.1% | +8.7% | -3.3% |
| 30D | +5.8% | -22.0% | +27.8% | +5.3% |
| 3M | +22.0% | -15.6% | +37.6% | +21.8% |
| 6M | +55.7% | -2.4% | +58.1% | +48.6% |
| YTD | +81.3% | +45.4% | +35.9% | +55.3% |
| 1Y | +58.0% | +47.7% | +10.3% | +32.9% |
| All | +58.0% | +45.5% | +12.5% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling