-6.1%
DAR vs SOXQ
+290.2%
-296.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -0.2% | +5.2% | -5.4% | -1.8% |
| 30D | +7.4% | -0.5% | +8.0% | +7.4% |
| 3M | +15.7% | -5.6% | +21.3% | +15.8% |
| 6M | +30.0% | +53.0% | -23.0% | +7.5% |
| YTD | +87.5% | +68.8% | +18.8% | +48.7% |
| 1Y | +113.4% | +105.7% | +7.6% | +55.4% |
| 3Y | +15.3% | +240.5% | -225.2% | -36.6% |
| 5Y | -4.3% | +266.8% | -271.1% | -52.8% |
| All | -6.1% | +290.2% | -296.3% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling