+79.2%
DRI vs SOXQ
+286.7%
-207.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | +0.8% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | -7.8% | -4.6% | -3.2% | -7.0% |
| 3M | +0.4% | -10.2% | +10.5% | +1.7% |
| 6M | +4.8% | +49.7% | -44.9% | -8.1% |
| YTD | +16.7% | +67.2% | -50.5% | -1.1% |
| 1Y | +1.5% | +98.0% | -96.5% | -18.6% |
| 3Y | +56.3% | +237.2% | -180.9% | -1.7% |
| 5Y | +66.4% | +261.3% | -194.9% | -1.4% |
| All | +79.2% | +286.7% | -207.5% | +5.5% |
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 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