-38.8%
DOCS vs SOXQ
+223.5%
-262.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -0.6% | -5.7% | +5.2% | +1.5% |
| 30D | +6.3% | -20.5% | +26.8% | +16.5% |
| 3M | +26.5% | -16.6% | +43.1% | +34.4% |
| 6M | +24.8% | -15.0% | +39.7% | +24.3% |
| YTD | -26.8% | +41.5% | -68.3% | -47.6% |
| 1Y | -38.3% | +40.2% | -78.5% | -55.9% |
| 3Y | +36.0% | +183.0% | -146.9% | -48.3% |
| 5Y | -55.0% | +181.3% | -236.3% | -82.7% |
| All | -38.8% | +223.5% | -262.3% | -78.6% |
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 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