+12.5%
FN vs SOXQ
+111.3%
-98.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.2% | -0.7% |
| 7D | -1.7% | +2.3% | -4.0% | -4.3% |
| 30D | -22.0% | -2.3% | -19.7% | -18.7% |
| 3M | -43.0% | -13.8% | -29.2% | -32.6% |
| 6M | -27.7% | +48.6% | -76.4% | -58.8% |
| YTD | -10.5% | +66.0% | -76.5% | -54.9% |
| 1Y | +12.5% | +107.9% | -95.4% | -56.7% |
| All | +12.5% | +111.3% | -98.8% | -56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling