+11.3%
DOCU vs SOXQ
+30.6%
-19.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -1.0% |
| 7D | -5.5% | -12.2% | +6.7% | -7.4% |
| 30D | +12.6% | -28.2% | +40.8% | +6.8% |
| 3M | +36.4% | -22.1% | +58.5% | +31.3% |
| 6M | +66.8% | -18.1% | +84.9% | +63.2% |
| YTD | +13.5% | +32.7% | -19.3% | +11.3% |
| 1Y | +11.3% | +34.1% | -22.8% | +7.7% |
| All | +11.3% | +30.6% | -19.3% | +7.7% |
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