+86.9%
QQQM vs DOC
+49.4%
+37.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.7% | +3.2% |
| 7D | -0.3% | +5.9% | -6.2% | -1.1% |
| 30D | -9.7% | +10.3% | -19.9% | -10.9% |
| 3M | -6.0% | -2.2% | -3.8% | -5.7% |
| 6M | -4.3% | +8.2% | -12.5% | -5.8% |
| YTD | +10.9% | +35.4% | -24.4% | +4.3% |
| 1Y | +11.9% | +23.6% | -11.7% | +7.1% |
| 3Y | +86.9% | +57.3% | +29.6% | +70.5% |
| All | +86.9% | +49.4% | +37.5% | +70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling