+96.4%
DOCU vs SOXQ
+189.0%
-92.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.2% | +1.4% |
| 7D | +4.1% | +8.2% | -4.1% | +2.6% |
| 30D | +7.4% | -13.2% | +20.5% | +9.7% |
| 3M | +26.0% | -18.5% | +44.5% | +29.8% |
| 6M | +79.2% | -15.4% | +94.6% | +78.3% |
| YTD | +18.1% | +43.6% | -25.5% | -5.2% |
| 1Y | +20.5% | +49.2% | -28.7% | -5.2% |
| 3Y | +96.4% | +190.2% | -93.8% | -5.1% |
| All | +96.4% | +189.0% | -92.6% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling