+203.9%
DOCN vs SOXQ
+175.4%
+28.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | -0.9% |
| 7D | -19.2% | -12.2% | -6.9% | -9.0% |
| 30D | -43.1% | -28.2% | -14.9% | -23.3% |
| 3M | -40.7% | -22.1% | -18.6% | -25.0% |
| 6M | -55.0% | -18.1% | -36.8% | -46.1% |
| YTD | +50.6% | +32.7% | +17.9% | +23.9% |
| 1Y | +54.0% | +34.1% | +19.8% | +25.5% |
| 3Y | +203.9% | +176.7% | +27.2% | +34.6% |
| All | +203.9% | +175.4% | +28.5% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling