+75.2%
DOCN vs SOXQ
+206.9%
-131.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | -1.4% |
| 7D | -19.2% | -12.2% | -6.9% | -7.6% |
| 30D | -43.1% | -28.2% | -14.9% | -19.8% |
| 3M | -40.7% | -22.1% | -18.6% | -22.5% |
| 6M | -55.0% | -18.1% | -36.8% | -45.4% |
| YTD | +50.6% | +32.7% | +17.9% | +13.4% |
| 1Y | +54.0% | +34.1% | +19.8% | +14.4% |
| 3Y | +203.9% | +176.7% | +27.2% | -5.7% |
| 5Y | -29.4% | +159.9% | -189.2% | -74.0% |
| All | +75.2% | +206.9% | -131.7% | -42.5% |
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