+9.2%
DOV vs SOXQ
+111.3%
-102.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.4% | +0.2% |
| 7D | -2.7% | +2.3% | -5.0% | -3.2% |
| 30D | -8.1% | -2.3% | -5.8% | -7.7% |
| 3M | -9.4% | -13.8% | +4.4% | -7.1% |
| 6M | -12.6% | +48.6% | -61.2% | -23.2% |
| YTD | -0.5% | +66.0% | -66.5% | -14.5% |
| 1Y | +9.2% | +107.9% | -98.6% | -13.5% |
| All | +9.2% | +111.3% | -102.1% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling