-84.3%
FRMI vs SOXQ
+86.3%
-170.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.4% | +2.0% | +2.3% |
| 7D | +2.4% | +2.3% | +0.1% | +0.5% |
| 30D | -17.3% | -2.3% | -15.0% | -15.2% |
| 3M | -17.2% | -13.8% | -3.4% | -8.4% |
| 6M | -43.4% | +48.6% | -92.0% | -68.3% |
| YTD | -36.0% | +66.0% | -102.0% | -67.8% |
| All | -84.3% | +86.3% | -170.6% | -91.3% |
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