+438.1%
FLEX vs SOXQ
+231.9%
+206.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.6% | -1.2% |
| 7D | +7.5% | +8.2% | -0.7% | +1.0% |
| 30D | -25.3% | -13.2% | -12.1% | -15.1% |
| 3M | -39.7% | -18.5% | -21.1% | -27.5% |
| 6M | -47.9% | -15.4% | -32.4% | -38.9% |
| YTD | +24.1% | +43.6% | -19.5% | +1.1% |
| 1Y | +26.0% | +49.2% | -23.3% | 0.0% |
| 3Y | +282.7% | +190.2% | +92.5% | +94.2% |
| 5Y | +424.2% | +178.2% | +246.0% | +157.7% |
| All | +438.1% | +231.9% | +206.2% | +138.3% |
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