+140.0%
QQQM vs DOC
-1.3%
+141.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +3.6% | -0.9% | +4.5% | +3.9% |
| 30D | -6.7% | +7.7% | -14.5% | -8.6% |
| 3M | -7.0% | -2.0% | -5.0% | -6.7% |
| 6M | -4.6% | +5.9% | -10.5% | -6.6% |
| YTD | +11.1% | +31.8% | -20.7% | +1.3% |
| 1Y | +12.3% | +22.5% | -10.2% | +4.6% |
| 3Y | +83.6% | +54.7% | +28.9% | +53.8% |
| 5Y | +78.1% | -21.3% | +99.4% | +89.7% |
| All | +140.0% | -1.3% | +141.3% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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