-51.4%
FND vs SOXQ
+290.2%
-341.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -0.8% | +5.2% | -6.0% | -3.5% |
| 30D | -19.6% | -0.5% | -19.1% | -19.7% |
| 3M | -4.3% | -5.6% | +1.3% | -4.2% |
| 6M | -20.4% | +53.0% | -73.5% | -42.0% |
| YTD | -21.9% | +68.8% | -90.6% | -46.8% |
| 1Y | -45.2% | +105.7% | -150.9% | -67.7% |
| 3Y | -49.2% | +240.5% | -289.7% | -81.2% |
| 5Y | -61.8% | +266.8% | -328.6% | -87.2% |
| All | -51.4% | +290.2% | -341.6% | -84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling