+114.6%
SOXX vs DOCS
-65.3%
+179.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.7% |
| 7D | +6.1% | -8.1% | +14.2% | +5.9% |
| 30D | +0.5% | -5.6% | +6.1% | +0.4% |
| 3M | -5.3% | +18.3% | -23.6% | -4.9% |
| 6M | +58.3% | -5.1% | +63.4% | +60.2% |
| YTD | +76.8% | -45.4% | +122.2% | +93.9% |
| 1Y | +114.6% | -65.2% | +179.8% | +182.0% |
| All | +114.6% | -65.3% | +179.9% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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