+675.2%
FLEX vs SOXQ
+279.9%
+395.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -2.1% |
| 7D | +0.1% | +2.3% | -2.2% | -1.6% |
| 30D | -11.8% | -3.9% | -7.9% | -8.7% |
| 3M | -22.6% | -4.7% | -17.8% | -18.9% |
| 6M | +77.3% | +47.9% | +29.4% | +36.4% |
| YTD | +78.8% | +64.3% | +14.4% | +28.3% |
| 1Y | +86.1% | +95.7% | -9.6% | +18.9% |
| 3Y | +446.2% | +231.5% | +214.7% | +144.5% |
| 5Y | +689.7% | +255.0% | +434.7% | +216.5% |
| All | +675.2% | +279.9% | +395.3% | +202.5% |
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 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