+53.9%
FLR vs SOXQ
+232.9%
-179.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.2% |
| 7D | -3.5% | +0.8% | -4.2% | -3.9% |
| 30D | +4.2% | -4.6% | +8.7% | +6.8% |
| 3M | +8.1% | -10.2% | +18.2% | +13.3% |
| 6M | +21.5% | +49.7% | -28.1% | -7.2% |
| YTD | +36.8% | +67.2% | -30.5% | -2.3% |
| 1Y | +31.2% | +98.0% | -66.8% | -15.3% |
| 3Y | +53.9% | +237.2% | -183.3% | -31.9% |
| All | +53.9% | +232.9% | -179.0% | -31.9% |
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