-54.2%
DOCS vs SOXQ
+158.0%
-212.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.9% | -3.7% |
| 7D | -0.8% | -12.2% | +11.5% | +4.5% |
| 30D | +17.4% | -28.2% | +45.6% | +34.4% |
| 3M | +57.4% | -22.1% | +79.4% | +72.7% |
| 6M | +26.5% | -18.1% | +44.7% | +27.5% |
| YTD | -26.6% | +32.7% | -59.3% | -45.8% |
| 1Y | -48.1% | +34.1% | -82.2% | -62.2% |
| 3Y | +52.6% | +176.7% | -124.1% | -42.2% |
| All | -54.2% | +158.0% | -212.2% | -81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling