+111.9%
FIX vs SOXQ
+96.6%
+15.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | +0.9% |
| 7D | +0.7% | +2.3% | -1.6% | -1.5% |
| 30D | -5.7% | -3.9% | -1.8% | -2.1% |
| 3M | -7.4% | -4.7% | -2.7% | -3.7% |
| 6M | +15.1% | +47.9% | -32.8% | -28.1% |
| YTD | +70.7% | +64.3% | +6.4% | -4.5% |
| 1Y | +111.9% | +95.7% | +16.2% | -0.5% |
| All | +111.9% | +96.6% | +15.3% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling