+13.7%
DOCU vs SOXQ
+45.5%
-31.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | -0.4% |
| 7D | -3.7% | -12.1% | +8.4% | -5.8% |
| 30D | +15.0% | -22.0% | +37.0% | +10.3% |
| 3M | +39.9% | -15.6% | +55.5% | +36.3% |
| 6M | +66.2% | -2.4% | +68.5% | +65.0% |
| YTD | +17.7% | +45.4% | -27.7% | +16.2% |
| 1Y | +13.7% | +47.7% | -34.0% | +10.3% |
| All | +13.7% | +45.5% | -31.8% | +10.3% |
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 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