+60.6%
DAR vs SOXQ
+45.5%
+15.2%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.7% | -2.2% |
| 7D | -5.7% | -12.1% | +6.4% | -4.8% |
| 30D | -16.6% | -22.0% | +5.5% | -15.2% |
| 3M | -13.1% | -15.6% | +2.5% | -12.2% |
| 6M | -18.8% | -2.4% | -16.4% | -19.5% |
| YTD | +45.3% | +45.4% | -0.1% | +34.3% |
| 1Y | +60.6% | +47.7% | +12.9% | +47.7% |
| All | +60.6% | +45.5% | +15.2% | +47.7% |
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