+11.3%
DASH vs SOXQ
+231.9%
-220.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | +1.4% |
| 7D | -4.5% | +8.2% | -12.7% | -9.1% |
| 30D | -6.8% | -13.2% | +6.4% | -0.5% |
| 3M | -20.7% | -18.5% | -2.2% | -12.9% |
| 6M | +15.1% | -15.4% | +30.5% | +16.1% |
| YTD | -24.3% | +43.6% | -67.8% | -50.1% |
| 1Y | -12.1% | +49.2% | -61.4% | -44.1% |
| 3Y | +91.1% | +190.2% | -99.1% | -41.6% |
| 5Y | -30.3% | +178.2% | -208.5% | -78.7% |
| All | +11.3% | +231.9% | -220.7% | -68.2% |
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