+250.2%
DOCN vs SOXQ
+111.3%
+138.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.5% | -0.2% |
| 7D | +1.1% | +2.3% | -1.2% | -1.0% |
| 30D | -9.6% | -2.3% | -7.4% | -7.4% |
| 3M | -37.7% | -13.8% | -23.9% | -29.7% |
| 6M | +115.2% | +48.6% | +66.6% | +45.9% |
| YTD | +133.7% | +66.0% | +67.7% | +41.9% |
| 1Y | +250.2% | +107.9% | +142.3% | +54.8% |
| All | +250.2% | +111.3% | +138.8% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling