-21.5%
DOC vs SOXQ
+206.9%
-228.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.9% | -3.2% | +0.1% |
| 7D | +6.5% | -12.2% | +18.7% | +8.3% |
| 30D | +9.2% | -28.2% | +37.3% | +14.3% |
| 3M | -2.5% | -22.1% | +19.6% | +0.6% |
| 6M | +7.1% | -18.1% | +25.2% | +7.8% |
| YTD | +33.0% | +32.7% | +0.3% | +21.6% |
| 1Y | +23.3% | +34.1% | -10.9% | +12.2% |
| 3Y | +44.9% | +176.7% | -131.7% | +6.7% |
| 5Y | -21.6% | +159.9% | -181.5% | -44.7% |
| All | -21.5% | +206.9% | -228.4% | -45.3% |
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