+78.3%
FIVN vs SOXQ
+48.7%
+29.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.8% |
| 7D | -11.3% | +2.3% | -13.6% | -10.9% |
| 30D | -7.3% | -3.9% | -3.4% | -7.8% |
| 3M | +41.7% | -4.7% | +46.4% | +38.4% |
| 6M | +78.3% | +47.9% | +30.4% | +80.6% |
| All | +78.3% | +48.7% | +29.6% | +80.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling