-11.0%
DUOL vs SOXQ
+232.9%
-243.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.6% |
| 7D | -7.0% | +0.8% | -7.7% | -7.3% |
| 30D | +6.7% | -4.6% | +11.3% | +7.9% |
| 3M | +16.0% | -10.2% | +26.2% | +16.6% |
| 6M | +45.4% | +49.7% | -4.3% | +5.8% |
| YTD | -18.1% | +67.2% | -85.4% | -45.2% |
| 1Y | -53.6% | +98.0% | -151.6% | -72.4% |
| 3Y | -11.0% | +237.2% | -248.1% | -68.2% |
| All | -11.0% | +232.9% | -243.9% | -68.2% |
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 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