+4.3%
DT vs SOXQ
+111.3%
-107.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -5.0% | -1.4% |
| 7D | -3.3% | +2.3% | -5.6% | -3.1% |
| 30D | +2.0% | -2.3% | +4.3% | +1.9% |
| 3M | +20.0% | -13.8% | +33.8% | +19.0% |
| 6M | +39.3% | +48.6% | -9.3% | +38.0% |
| YTD | +19.8% | +66.0% | -46.2% | +17.3% |
| 1Y | +4.3% | +107.9% | -103.6% | +3.2% |
| All | +4.3% | +111.3% | -107.0% | +3.2% |
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