-25.7%
FN vs SOXQ
+45.5%
-71.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.1% | -2.9% | -2.2% |
| 7D | -7.0% | -12.1% | +5.1% | +8.7% |
| 30D | -24.7% | -22.0% | -2.7% | +1.9% |
| 3M | -35.7% | -15.6% | -20.1% | -19.4% |
| 6M | -52.4% | -2.4% | -50.0% | -54.1% |
| YTD | -25.0% | +45.4% | -70.3% | -60.9% |
| 1Y | -25.7% | +47.7% | -73.3% | -61.7% |
| All | -25.7% | +45.5% | -71.1% | -61.7% |
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