+113.3%
SOXX vs DOCU
-19.0%
+132.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +1.2% |
| 7D | +5.6% | +0.7% | +4.9% | +5.7% |
| 30D | -2.7% | +8.0% | -10.7% | -1.9% |
| 3M | -7.5% | +41.0% | -48.5% | -4.4% |
| 6M | +63.5% | +33.7% | +29.8% | +69.6% |
| YTD | +75.7% | -4.9% | +80.5% | +89.0% |
| 1Y | +113.3% | -20.4% | +133.7% | +131.3% |
| All | +113.3% | -19.0% | +132.3% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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