+314.6%
SOXX vs DOCN
+219.7%
+94.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.6% |
| 7D | +6.1% | +26.5% | -20.4% | -0.6% |
| 30D | +0.5% | +2.3% | -1.8% | -0.7% |
| 3M | -5.3% | -21.2% | +15.9% | -0.4% |
| 6M | +58.3% | +130.6% | -72.3% | +21.4% |
| YTD | +76.8% | +175.7% | -98.9% | +27.8% |
| 1Y | +114.6% | +286.6% | -172.0% | +40.2% |
| 3Y | +229.6% | +394.1% | -164.5% | +90.6% |
| 5Y | +257.3% | +92.1% | +165.3% | +133.0% |
| All | +314.6% | +219.7% | +94.9% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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