+17.8%
DOV vs SOXQ
+258.1%
-240.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | -2.0% | +0.8% | -2.7% | -2.3% |
| 30D | -8.9% | -4.6% | -4.3% | -7.5% |
| 3M | -13.3% | -10.2% | -3.1% | -10.9% |
| 6M | -9.7% | +49.7% | -59.3% | -25.0% |
| YTD | -2.5% | +67.2% | -69.7% | -22.8% |
| 1Y | +7.2% | +98.0% | -90.8% | -21.4% |
| 3Y | +39.4% | +237.2% | -197.8% | -22.0% |
| All | +17.8% | +258.1% | -240.3% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling