+13.3%
FN vs SOXQ
+105.6%
-92.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | 0.0% |
| 7D | +5.8% | +5.2% | +0.6% | -0.2% |
| 30D | -20.6% | -0.5% | -20.1% | -19.0% |
| 3M | -28.6% | -5.6% | -23.0% | -24.4% |
| 6M | -20.7% | +53.0% | -73.7% | -56.5% |
| YTD | -8.1% | +68.8% | -76.9% | -54.6% |
| 1Y | +13.3% | +105.7% | -92.4% | -53.2% |
| All | +13.3% | +105.6% | -92.3% | -53.2% |
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