+206.2%
DOCN vs SOXQ
+288.7%
-82.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.3% | +11.3% | +11.4% |
| 7D | +16.3% | +5.3% | +11.0% | +10.8% |
| 30D | +2.0% | -3.7% | +5.7% | +6.4% |
| 3M | -25.2% | -7.8% | -17.4% | -19.7% |
| 6M | +132.7% | +58.4% | +74.3% | +45.5% |
| YTD | +163.3% | +68.1% | +95.1% | +54.4% |
| 1Y | +280.3% | +105.4% | +175.0% | +83.0% |
| 3Y | +371.8% | +239.2% | +132.6% | +19.0% |
| 5Y | +87.1% | +266.9% | -179.8% | -51.4% |
| All | +206.2% | +288.7% | -82.5% | -21.7% |
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