+81.2%
QQQM vs DOC
+44.2%
+37.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -5.0% | +6.5% | -11.4% | -5.8% |
| 30D | -13.4% | +9.2% | -22.5% | -14.5% |
| 3M | -8.1% | -2.5% | -5.6% | -7.7% |
| 6M | -5.4% | +7.1% | -12.5% | -6.8% |
| YTD | +7.2% | +33.0% | -25.8% | +1.1% |
| 1Y | +7.8% | +23.3% | -15.4% | +3.2% |
| 3Y | +81.2% | +44.9% | +36.2% | +68.5% |
| All | +81.2% | +44.2% | +37.0% | +68.5% |
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