+85.4%
FROG vs SOXQ
+45.5%
+39.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.5% |
| 7D | -14.1% | -12.1% | -2.0% | -10.8% |
| 30D | -11.8% | -22.0% | +10.3% | -5.9% |
| 3M | +0.1% | -15.6% | +15.7% | +4.8% |
| 6M | +64.2% | -2.4% | +66.6% | +61.8% |
| YTD | +38.2% | +45.4% | -7.1% | +24.4% |
| 1Y | +85.4% | +47.7% | +37.7% | +65.9% |
| All | +85.4% | +45.5% | +39.9% | +65.9% |
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 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