+16.0%
DGX vs SOXQ
+48.7%
-32.7%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -2.1% |
| 7D | -3.5% | +2.3% | -5.8% | -3.2% |
| 30D | -2.7% | -3.9% | +1.2% | -3.0% |
| 3M | +13.9% | -4.7% | +18.6% | +13.5% |
| 6M | +16.0% | +47.9% | -31.9% | +17.4% |
| All | +16.0% | +48.7% | -32.7% | +17.4% |
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 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