-53.9%
DOCS vs SOXQ
+284.5%
-338.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.3% | -8.6% | -7.9% |
| 7D | -7.3% | +5.3% | -12.6% | -9.6% |
| 30D | -10.9% | -3.7% | -7.2% | -9.7% |
| 3M | +20.3% | -7.8% | +28.1% | +20.7% |
| 6M | -3.6% | +58.4% | -62.0% | -31.4% |
| YTD | -44.9% | +68.1% | -113.0% | -62.9% |
| 1Y | -64.9% | +105.4% | -170.2% | -79.4% |
| 3Y | +7.6% | +239.2% | -231.6% | -61.8% |
| 5Y | -74.0% | +266.9% | -340.9% | -91.1% |
| All | -53.9% | +284.5% | -338.4% | -84.9% |
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