+48.5%
DVA vs SOXQ
+286.7%
-238.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.1% |
| 7D | -1.3% | +0.8% | -2.1% | -1.4% |
| 30D | 0.0% | -4.6% | +4.6% | +0.5% |
| 3M | -10.9% | -10.2% | -0.8% | -10.3% |
| 6M | +17.3% | +49.7% | -32.4% | +10.1% |
| YTD | +59.8% | +67.2% | -7.4% | +47.1% |
| 1Y | +36.3% | +98.0% | -61.7% | +21.6% |
| 3Y | +88.6% | +237.2% | -148.6% | +48.5% |
| 5Y | +47.5% | +261.3% | -213.7% | +12.4% |
| All | +48.5% | +286.7% | -238.2% | +12.6% |
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