-81.5%
FIVN vs SOXQ
+286.7%
-368.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.5% |
| 7D | -7.8% | +0.8% | -8.6% | -8.2% |
| 30D | -1.7% | -4.6% | +2.8% | +0.1% |
| 3M | +47.2% | -10.2% | +57.4% | +49.2% |
| 6M | +82.7% | +49.7% | +33.0% | +33.0% |
| YTD | +52.9% | +67.2% | -14.3% | +2.6% |
| 1Y | +17.5% | +98.0% | -80.5% | -29.6% |
| 3Y | -55.8% | +237.2% | -293.0% | -83.4% |
| 5Y | -82.3% | +261.3% | -343.6% | -94.0% |
| All | -81.5% | +286.7% | -368.2% | -93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling