+2,557.3%
SOXX vs FIX
+63,648.1%
-61,090.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.7% | +0.9% |
| 7D | +5.6% | +6.1% | -0.4% | +3.6% |
| 30D | -2.7% | -2.7% | -0.1% | -2.0% |
| 3M | -7.5% | -10.9% | +3.5% | -3.5% |
| 6M | +63.5% | +29.0% | +34.5% | +51.5% |
| YTD | +75.7% | +76.9% | -1.2% | +46.8% |
| 1Y | +113.3% | +130.7% | -17.4% | +62.7% |
| 3Y | +227.4% | +790.7% | -563.3% | +57.5% |
| 5Y | +256.2% | +2,185.6% | -1,929.4% | +28.2% |
| 10Y | +1,512.5% | +5,993.3% | -4,480.8% | +311.8% |
| All | +2,557.3% | +63,648.1% | -61,090.9% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FIX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling