+64.1%
DHI vs SOXQ
+286.7%
-222.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.1% |
| 7D | -3.4% | +0.8% | -4.2% | -3.6% |
| 30D | -5.4% | -4.6% | -0.9% | -4.2% |
| 3M | -10.4% | -10.2% | -0.3% | -8.6% |
| 6M | -2.8% | +49.7% | -52.4% | -18.3% |
| YTD | -3.4% | +67.2% | -70.7% | -22.5% |
| 1Y | -22.9% | +98.0% | -120.9% | -42.6% |
| 3Y | +20.7% | +237.2% | -216.5% | -35.0% |
| 5Y | +62.1% | +261.3% | -199.2% | -16.9% |
| All | +64.1% | +286.7% | -222.6% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling