+37.3%
DASH vs SOXQ
+283.8%
-246.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.4% | -8.0% | -6.7% |
| 7D | -10.6% | +2.3% | -12.9% | -11.9% |
| 30D | +2.2% | -2.3% | +4.4% | +2.9% |
| 3M | +32.3% | -13.8% | +46.0% | +38.4% |
| 6M | +19.1% | +48.6% | -29.5% | -18.8% |
| YTD | -6.5% | +66.0% | -72.5% | -42.1% |
| 1Y | -14.9% | +107.9% | -122.8% | -56.3% |
| 3Y | +151.9% | +224.1% | -72.2% | -24.8% |
| 5Y | +9.4% | +256.6% | -247.1% | -70.1% |
| All | +37.3% | +283.8% | -246.4% | -63.1% |
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