-68.3%
DOCU vs SOXQ
+245.8%
-314.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.7% | -2.5% | +0.4% |
| 7D | -0.4% | +2.9% | -3.3% | -2.5% |
| 30D | +12.9% | -13.6% | +26.6% | +19.7% |
| 3M | +35.1% | -12.5% | +47.6% | +40.6% |
| 6M | +76.2% | -12.4% | +88.6% | +72.0% |
| YTD | +17.2% | +49.6% | -32.4% | -23.6% |
| 1Y | +16.4% | +52.0% | -35.5% | -25.5% |
| 3Y | +95.6% | +199.1% | -103.5% | -38.8% |
| 5Y | -68.5% | +192.6% | -261.1% | -90.4% |
| All | -68.3% | +245.8% | -314.1% | -90.9% |
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