+30.0%
DASH vs SOXQ
+288.7%
-258.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.3% | -6.6% | -6.1% |
| 7D | -11.2% | +5.3% | -16.5% | -14.1% |
| 30D | -7.3% | -3.7% | -3.6% | -5.8% |
| 3M | +31.4% | -7.8% | +39.3% | +32.5% |
| 6M | +11.9% | +58.4% | -46.5% | -27.2% |
| YTD | -11.5% | +68.1% | -79.6% | -45.7% |
| 1Y | -20.0% | +105.4% | -125.4% | -58.5% |
| 3Y | +143.9% | +239.2% | -95.3% | -30.2% |
| 5Y | -0.2% | +266.9% | -267.1% | -73.1% |
| All | +30.0% | +288.7% | -258.7% | -65.4% |
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