+54.0%
DOCN vs SOXQ
+30.6%
+23.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | -1.3% |
| 7D | -19.2% | -12.2% | -6.9% | -7.7% |
| 30D | -43.1% | -28.2% | -14.9% | -20.7% |
| 3M | -40.7% | -22.1% | -18.6% | -22.9% |
| 6M | -55.0% | -18.1% | -36.8% | -45.7% |
| YTD | +50.6% | +32.7% | +17.9% | +21.6% |
| 1Y | +54.0% | +34.1% | +19.8% | +23.0% |
| All | +54.0% | +30.6% | +23.4% | +23.0% |
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