+15.6%
DASH vs SOXQ
+227.1%
-211.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.8% | -5.7% | +2.9% | +0.1% |
| 30D | -9.3% | -20.5% | +11.2% | +2.2% |
| 3M | -15.1% | -16.6% | +1.5% | -8.0% |
| 6M | +8.7% | -15.0% | +23.7% | +8.9% |
| YTD | -21.3% | +41.5% | -62.8% | -47.6% |
| 1Y | -12.7% | +40.2% | -52.9% | -41.8% |
| 3Y | +103.8% | +183.0% | -79.2% | -36.4% |
| 5Y | -16.8% | +181.3% | -198.1% | -74.5% |
| All | +15.6% | +227.1% | -211.5% | -66.6% |
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