+479.8%
FLEX vs SOXQ
+232.9%
+246.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.8% | +5.4% | +5.6% |
| 7D | +5.7% | +0.8% | +5.0% | +5.2% |
| 30D | -7.0% | -4.6% | -2.5% | -2.7% |
| 3M | -23.8% | -10.2% | -13.7% | -15.9% |
| 6M | +82.6% | +49.7% | +33.0% | +33.4% |
| YTD | +91.6% | +67.2% | +24.4% | +29.1% |
| 1Y | +100.6% | +98.0% | +2.5% | +19.4% |
| 3Y | +479.8% | +237.2% | +242.6% | +137.1% |
| All | +479.8% | +232.9% | +246.9% | +137.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling