+102.0%
FTI vs SOXQ
+111.3%
-9.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.9% |
| 7D | +5.3% | +2.3% | +2.9% | +4.8% |
| 30D | +15.3% | -2.3% | +17.6% | +15.7% |
| 3M | +15.8% | -13.8% | +29.5% | +18.6% |
| 6M | +22.6% | +48.6% | -26.0% | +9.3% |
| YTD | +79.5% | +66.0% | +13.6% | +56.5% |
| 1Y | +102.0% | +107.9% | -5.9% | +81.5% |
| All | +102.0% | +111.3% | -9.3% | +81.5% |
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