+20.6%
DG vs SOXQ
+98.3%
-77.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.4% |
| 7D | -6.5% | +0.8% | -7.2% | -6.4% |
| 30D | +4.2% | -4.6% | +8.7% | +4.0% |
| 3M | +9.5% | -10.2% | +19.7% | +9.4% |
| 6M | -13.1% | +49.7% | -62.8% | -15.2% |
| YTD | -4.8% | +67.2% | -72.1% | -7.6% |
| 1Y | +20.6% | +98.0% | -77.4% | +12.3% |
| All | +20.6% | +98.3% | -77.7% | +12.3% |
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