+725.7%
FLEX vs SOXQ
+269.0%
+456.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.7% |
| 7D | +6.4% | +5.2% | +1.1% | +2.1% |
| 30D | -5.9% | -0.5% | -5.3% | -5.2% |
| 3M | -23.5% | -5.6% | -17.8% | -19.2% |
| 6M | +83.7% | +53.0% | +30.7% | +37.4% |
| YTD | +86.5% | +68.8% | +17.7% | +30.9% |
| 1Y | +100.5% | +105.7% | -5.2% | +23.3% |
| 3Y | +469.8% | +240.5% | +229.4% | +149.0% |
| 5Y | +725.7% | +266.8% | +458.9% | +218.7% |
| All | +725.7% | +269.0% | +456.7% | +218.7% |
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