+224.6%
FROG vs SOXQ
+235.9%
-11.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -4.8% | +5.2% | -10.1% | -6.8% |
| 30D | -0.9% | -0.5% | -0.4% | -0.7% |
| 3M | +7.5% | -5.6% | +13.1% | +7.9% |
| 6M | +107.0% | +53.0% | +54.0% | +68.0% |
| YTD | +39.8% | +68.8% | -29.0% | +7.5% |
| 1Y | +74.8% | +105.7% | -30.9% | +21.9% |
| All | +224.6% | +235.9% | -11.3% | +36.3% |
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 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