+53.9%
DECK vs SOXQ
+283.8%
-229.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.8% | 0.0% |
| 7D | -2.2% | +2.3% | -4.6% | -3.2% |
| 30D | -13.6% | -2.3% | -11.3% | -13.1% |
| 3M | -21.2% | -13.8% | -7.5% | -18.6% |
| 6M | -21.1% | +48.6% | -69.7% | -39.9% |
| YTD | -17.2% | +66.0% | -83.2% | -41.4% |
| 1Y | -30.7% | +107.9% | -138.6% | -57.7% |
| 3Y | -3.4% | +224.1% | -227.5% | -56.8% |
| 5Y | +25.5% | +256.6% | -231.0% | -47.7% |
| All | +53.9% | +283.8% | -229.8% | -37.6% |
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