-8.2%
DHR vs SOXQ
+232.9%
-241.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.5% |
| 7D | -3.6% | +0.8% | -4.4% | -3.7% |
| 30D | -2.7% | -4.6% | +1.8% | -2.1% |
| 3M | +10.9% | -10.2% | +21.1% | +11.9% |
| 6M | +3.0% | +49.7% | -46.6% | -9.4% |
| YTD | -12.2% | +67.2% | -79.5% | -25.2% |
| 1Y | +3.3% | +98.0% | -94.7% | -16.5% |
| 3Y | -8.2% | +237.2% | -245.4% | -40.4% |
| All | -8.2% | +232.9% | -241.1% | -40.4% |
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