-49.8%
FND vs SOXQ
+232.9%
-282.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.4% |
| 7D | -5.8% | +0.8% | -6.5% | -6.0% |
| 30D | -20.2% | -4.6% | -15.6% | -19.0% |
| 3M | -12.0% | -10.2% | -1.8% | -10.0% |
| 6M | -18.5% | +49.7% | -68.2% | -34.2% |
| YTD | -22.3% | +67.2% | -89.5% | -40.5% |
| 1Y | -47.6% | +98.0% | -145.7% | -63.2% |
| 3Y | -49.8% | +237.2% | -286.9% | -74.9% |
| All | -49.8% | +232.9% | -282.7% | -74.9% |
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