+26.5%
FIVN vs SOXQ
+111.3%
-84.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.4% | -5.8% | -2.4% |
| 7D | -2.3% | +2.3% | -4.6% | -2.3% |
| 30D | +12.4% | -2.3% | +14.7% | +12.3% |
| 3M | +36.0% | -13.8% | +49.8% | +35.4% |
| 6M | +86.0% | +48.6% | +37.4% | +60.8% |
| YTD | +65.9% | +66.0% | -0.1% | +34.8% |
| 1Y | +26.5% | +107.9% | -81.4% | -5.0% |
| All | +26.5% | +111.3% | -84.8% | -5.0% |
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