+142.9%
QQQM vs DOC
-1.2%
+144.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -7.4% | +6.6% | -14.0% | -9.1% |
| 3M | -4.8% | -1.1% | -3.7% | -4.7% |
| 6M | -2.4% | +4.8% | -7.3% | -4.2% |
| YTD | +12.4% | +32.1% | -19.6% | +2.4% |
| 1Y | +11.4% | +21.9% | -10.5% | +3.9% |
| 3Y | +85.4% | +51.4% | +34.0% | +56.5% |
| 5Y | +80.3% | -21.2% | +101.4% | +91.9% |
| All | +142.9% | -1.2% | +144.0% | +144.9% |
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