-98.3%
DFNS vs SOXQ
+98.3%
-196.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -3.0% |
| 7D | -6.3% | +0.8% | -7.1% | -6.6% |
| 30D | -74.0% | -4.6% | -69.4% | -73.7% |
| 3M | -70.1% | -10.2% | -60.0% | -68.1% |
| 6M | -93.9% | +49.7% | -143.6% | -96.0% |
| YTD | -98.1% | +67.2% | -165.3% | -99.0% |
| 1Y | -98.3% | +98.0% | -196.3% | -99.4% |
| All | -98.3% | +98.3% | -196.6% | -99.4% |
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 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