+66.7%
DIA vs SOXQ
+286.7%
-219.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.5% |
| 7D | -1.6% | +0.8% | -2.3% | -1.7% |
| 30D | -2.0% | -4.6% | +2.5% | -1.0% |
| 3M | +3.6% | -10.2% | +13.8% | +5.2% |
| 6M | +11.5% | +49.7% | -38.2% | -2.2% |
| YTD | +10.4% | +67.2% | -56.9% | -6.4% |
| 1Y | +15.6% | +98.0% | -82.4% | -6.9% |
| 3Y | +58.9% | +237.2% | -178.3% | +5.0% |
| 5Y | +65.3% | +261.3% | -195.9% | +2.4% |
| All | +66.7% | +286.7% | -219.9% | +2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling