-23.1%
DASH vs SOXQ
+105.6%
-128.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -12.8% | +5.2% | -18.1% | -13.2% |
| 30D | -6.0% | -0.5% | -5.5% | -6.0% |
| 3M | +26.7% | -5.6% | +32.3% | +26.2% |
| 6M | +11.7% | +53.0% | -41.3% | -7.4% |
| YTD | -12.9% | +68.8% | -81.7% | -31.6% |
| 1Y | -23.1% | +105.7% | -128.8% | -46.3% |
| All | -23.1% | +105.6% | -128.7% | -46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling