+3.6%
DG vs SOXQ
+227.1%
-223.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.4% | -1.4% |
| 7D | -6.3% | +2.3% | -8.6% | -6.2% |
| 30D | +2.4% | -3.9% | +6.3% | +2.3% |
| 3M | +12.4% | -4.7% | +17.1% | +12.3% |
| 6M | -14.9% | +47.9% | -62.8% | -14.2% |
| YTD | -6.1% | +64.3% | -70.4% | -4.9% |
| 1Y | +17.9% | +95.7% | -77.8% | +20.1% |
| All | +3.6% | +227.1% | -223.5% | +9.4% |
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