-74.3%
DOCU vs SOXQ
+288.7%
-363.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.6% |
| 7D | +0.7% | +5.3% | -4.6% | -2.1% |
| 30D | +8.0% | -3.7% | +11.7% | +9.8% |
| 3M | +41.0% | -7.8% | +48.8% | +40.5% |
| 6M | +33.7% | +58.4% | -24.7% | -10.5% |
| YTD | -4.9% | +68.1% | -73.0% | -40.0% |
| 1Y | -20.4% | +105.4% | -125.7% | -57.6% |
| 3Y | +29.6% | +239.2% | -209.6% | -61.3% |
| 5Y | -76.9% | +266.9% | -343.8% | -93.6% |
| All | -74.3% | +288.7% | -363.0% | -92.9% |
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