+32.3%
DTE vs SOXQ
+258.1%
-225.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.4% |
| 7D | -2.6% | +0.8% | -3.3% | -2.6% |
| 30D | -4.4% | -4.6% | +0.2% | -4.3% |
| 3M | -8.3% | -10.2% | +1.8% | -8.2% |
| 6M | -8.1% | +49.7% | -57.7% | -10.0% |
| YTD | +4.4% | +67.2% | -62.8% | +1.6% |
| 1Y | +0.2% | +98.0% | -97.8% | -3.4% |
| 3Y | +42.6% | +237.2% | -194.5% | +28.9% |
| All | +32.3% | +258.1% | -225.8% | +12.1% |
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