+1,027.6%
FIX vs SOXQ
+176.1%
+851.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | +1.2% |
| 7D | +9.4% | +8.2% | +1.3% | +3.4% |
| 30D | -27.8% | -13.2% | -14.6% | -19.3% |
| 3M | -35.6% | -18.5% | -17.0% | -24.6% |
| 6M | -45.2% | -15.4% | -29.8% | -37.8% |
| YTD | +19.5% | +43.6% | -24.1% | -4.9% |
| 1Y | +24.2% | +49.2% | -25.0% | -3.4% |
| 3Y | +494.2% | +190.2% | +304.0% | +224.9% |
| All | +1,027.6% | +176.1% | +851.5% | +512.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling