+227.4%
SOXX vs DOCN
+408.0%
-180.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.6% | -11.0% | -1.9% |
| 7D | +5.6% | +16.3% | -10.7% | +1.0% |
| 30D | -2.7% | +2.0% | -4.8% | -3.9% |
| 3M | -7.5% | -25.2% | +17.7% | -1.3% |
| 6M | +63.5% | +132.7% | -69.2% | +24.0% |
| YTD | +75.7% | +163.3% | -87.6% | +26.6% |
| 1Y | +113.3% | +280.3% | -167.0% | +36.3% |
| 3Y | +227.4% | +371.8% | -144.4% | +93.2% |
| All | +227.4% | +408.0% | -180.6% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling