+143.3%
DELL vs SOXQ
+45.5%
+97.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.1% | -5.7% | -6.4% |
| 7D | -24.6% | -12.1% | -12.5% | -16.4% |
| 30D | -32.5% | -22.0% | -10.4% | -18.4% |
| 3M | -20.2% | -15.6% | -4.6% | -8.6% |
| 6M | +76.5% | -2.4% | +78.8% | +78.3% |
| YTD | +198.9% | +45.4% | +153.6% | +136.6% |
| 1Y | +143.3% | +47.7% | +95.7% | +91.5% |
| All | +143.3% | +45.5% | +97.9% | +91.5% |
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