+1,255.6%
FIX vs SOXQ
+231.9%
+1,023.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | +1.1% |
| 7D | +9.4% | +8.2% | +1.3% | +3.5% |
| 30D | -27.8% | -13.2% | -14.6% | -19.4% |
| 3M | -35.6% | -18.5% | -17.0% | -24.7% |
| 6M | -45.2% | -15.4% | -29.8% | -37.9% |
| YTD | +19.5% | +43.6% | -24.1% | -4.7% |
| 1Y | +24.2% | +49.2% | -25.0% | -3.1% |
| 3Y | +494.2% | +190.2% | +304.0% | +226.4% |
| 5Y | +1,036.1% | +178.2% | +857.9% | +518.6% |
| All | +1,255.6% | +231.9% | +1,023.6% | +586.2% |
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 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