+46.1%
DE vs SOXQ
+45.5%
+0.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.9% |
| 7D | +5.6% | -12.1% | +17.7% | +7.0% |
| 30D | -0.8% | -22.0% | +21.2% | +2.1% |
| 3M | +9.8% | -15.6% | +25.4% | +11.8% |
| 6M | +17.5% | -2.4% | +19.9% | +17.6% |
| YTD | +46.5% | +45.4% | +1.1% | +40.9% |
| 1Y | +46.1% | +47.7% | -1.6% | +40.2% |
| All | +46.1% | +45.5% | +0.7% | +40.2% |
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