+254.0%
DELL vs SOXQ
+48.7%
+205.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.7% | -3.5% |
| 7D | -1.9% | +2.3% | -4.2% | -3.4% |
| 30D | +14.9% | -3.9% | +18.8% | +18.4% |
| 3M | +37.2% | -4.7% | +41.9% | +38.3% |
| 6M | +254.0% | +47.9% | +206.1% | +171.7% |
| All | +254.0% | +48.7% | +205.3% | +171.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling