+86.1%
FLEX vs SOXQ
+96.6%
-10.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -1.3% |
| 7D | +0.1% | +2.3% | -2.2% | -2.3% |
| 30D | -11.8% | -3.9% | -7.9% | -7.6% |
| 3M | -22.6% | -4.7% | -17.8% | -19.2% |
| 6M | +77.3% | +47.9% | +29.4% | +13.2% |
| YTD | +78.8% | +64.3% | +14.4% | +3.6% |
| 1Y | +86.1% | +95.7% | -9.6% | -7.3% |
| All | +86.1% | +96.6% | -10.6% | -7.3% |
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 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