-55.8%
FIVN vs SOXQ
+232.9%
-288.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.8% |
| 7D | -7.8% | +0.8% | -8.6% | -8.1% |
| 30D | -1.7% | -4.6% | +2.8% | -0.6% |
| 3M | +47.2% | -10.2% | +57.4% | +48.3% |
| 6M | +82.7% | +49.7% | +33.0% | +44.4% |
| YTD | +52.9% | +67.2% | -14.3% | +13.5% |
| 1Y | +17.5% | +98.0% | -80.5% | -20.1% |
| 3Y | -55.8% | +237.2% | -293.0% | -80.2% |
| All | -55.8% | +232.9% | -288.7% | -80.2% |
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