-9.4%
DAR vs SOXQ
+286.7%
-296.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.5% |
| 7D | -0.1% | +0.8% | -0.9% | -0.4% |
| 30D | +2.6% | -4.6% | +7.2% | +4.0% |
| 3M | +14.2% | -10.2% | +24.4% | +16.5% |
| 6M | +17.2% | +49.7% | -32.5% | -2.4% |
| YTD | +80.9% | +67.2% | +13.6% | +43.8% |
| 1Y | +104.0% | +98.0% | +6.0% | +50.7% |
| 3Y | +3.6% | +237.2% | -233.5% | -42.9% |
| 5Y | -7.8% | +261.3% | -269.1% | -54.3% |
| All | -9.4% | +286.7% | -296.1% | -56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling