+47.9%
DE vs SOXQ
+111.3%
-63.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -0.6% |
| 7D | +10.0% | +2.3% | +7.7% | +9.7% |
| 30D | +13.3% | -2.3% | +15.6% | +13.6% |
| 3M | +17.5% | -13.8% | +31.3% | +19.6% |
| 6M | +13.6% | +48.6% | -35.0% | +8.2% |
| YTD | +49.8% | +66.0% | -16.2% | +42.8% |
| 1Y | +47.9% | +107.9% | -60.0% | +34.2% |
| All | +47.9% | +111.3% | -63.5% | +34.2% |
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 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