+1,145.9%
DELL vs SOXQ
+258.1%
+887.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.7% |
| 7D | +8.2% | +0.8% | +7.5% | +7.8% |
| 30D | +17.1% | -4.6% | +21.7% | +21.5% |
| 3M | +45.2% | -10.2% | +55.3% | +55.5% |
| 6M | +286.8% | +49.7% | +237.1% | +180.4% |
| YTD | +354.8% | +67.2% | +287.5% | +201.2% |
| 1Y | +358.3% | +98.0% | +260.3% | +165.8% |
| 3Y | +724.9% | +237.2% | +487.7% | +239.6% |
| All | +1,145.9% | +258.1% | +887.8% | +364.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling