+5.3%
DT vs SOXQ
+232.9%
-227.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.0% |
| 7D | -1.6% | +0.8% | -2.4% | -1.7% |
| 30D | +3.0% | -4.6% | +7.6% | +3.7% |
| 3M | +26.5% | -10.2% | +36.7% | +27.5% |
| 6M | +35.9% | +49.7% | -13.7% | +19.1% |
| YTD | +17.8% | +67.2% | -49.4% | -0.6% |
| 1Y | +4.1% | +98.0% | -94.0% | -17.4% |
| 3Y | +5.3% | +237.2% | -231.9% | -41.0% |
| All | +5.3% | +232.9% | -227.6% | -41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling