-15.1%
DECK vs SOXQ
+175.4%
-190.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -2.4% |
| 7D | +5.8% | -12.2% | +18.0% | +9.6% |
| 30D | +7.9% | -28.2% | +36.1% | +19.0% |
| 3M | -11.4% | -22.1% | +10.7% | -5.4% |
| 6M | -16.6% | -18.1% | +1.6% | -16.2% |
| YTD | -16.4% | +32.7% | -49.1% | -34.3% |
| 1Y | +8.6% | +34.1% | -25.5% | -15.6% |
| 3Y | -15.1% | +176.7% | -191.8% | -51.0% |
| All | -15.1% | +175.4% | -190.5% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling