-47.5%
FLUT vs SOXQ
+286.7%
-334.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.4% |
| 7D | +0.4% | +0.8% | -0.3% | +0.2% |
| 30D | +2.5% | -4.6% | +7.1% | +3.7% |
| 3M | -9.2% | -10.2% | +0.9% | -8.2% |
| 6M | -8.2% | +49.7% | -57.9% | -25.9% |
| YTD | -53.2% | +67.2% | -120.5% | -64.2% |
| 1Y | -65.6% | +98.0% | -163.6% | -75.6% |
| 3Y | -43.6% | +237.2% | -280.7% | -70.1% |
| 5Y | -50.3% | +261.3% | -311.6% | -75.8% |
| All | -47.5% | +286.7% | -334.1% | -74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling