+724.9%
DELL vs SOXQ
+232.9%
+492.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.5% |
| 7D | +8.2% | +0.8% | +7.5% | +7.8% |
| 30D | +17.1% | -4.6% | +21.7% | +22.0% |
| 3M | +45.2% | -10.2% | +55.3% | +56.0% |
| 6M | +286.8% | +49.7% | +237.1% | +164.1% |
| YTD | +354.8% | +67.2% | +287.5% | +178.5% |
| 1Y | +358.3% | +98.0% | +260.3% | +138.4% |
| 3Y | +724.9% | +237.2% | +487.7% | +190.4% |
| All | +724.9% | +232.9% | +492.0% | +190.4% |
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