+1,866.3%
FIX vs SOXQ
+290.2%
+1,576.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.3% |
| 7D | +3.5% | +5.2% | -1.7% | -0.1% |
| 30D | -3.5% | -0.5% | -3.0% | -3.0% |
| 3M | -11.8% | -5.6% | -6.1% | -7.7% |
| 6M | +17.8% | +53.0% | -35.2% | -12.0% |
| YTD | +73.3% | +68.8% | +4.5% | +22.1% |
| 1Y | +128.1% | +105.7% | +22.4% | +42.6% |
| 3Y | +772.7% | +240.5% | +532.2% | +323.3% |
| 5Y | +2,166.4% | +266.8% | +1,899.7% | +927.6% |
| All | +1,866.3% | +290.2% | +1,576.1% | +779.0% |
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 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