+685.9%
FLEX vs SOXQ
+283.8%
+402.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -1.9% | -1.1% |
| 7D | -0.9% | +2.3% | -3.2% | -2.7% |
| 30D | -10.1% | -2.3% | -7.9% | -8.4% |
| 3M | -31.3% | -13.8% | -17.6% | -22.9% |
| 6M | +71.3% | +48.6% | +22.7% | +31.1% |
| YTD | +81.2% | +66.0% | +15.3% | +29.0% |
| 1Y | +98.5% | +107.9% | -9.4% | +21.5% |
| 3Y | +428.2% | +224.1% | +204.1% | +139.1% |
| 5Y | +657.3% | +256.6% | +400.7% | +201.9% |
| All | +685.9% | +283.8% | +402.2% | +204.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling