+95.0%
QQQM vs DOCN
+82.7%
+12.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.6% | -12.7% | -2.4% |
| 7D | +1.5% | +16.3% | -14.8% | -1.4% |
| 30D | -0.7% | +2.0% | -2.7% | -1.6% |
| 3M | +0.4% | -25.2% | +25.6% | +4.4% |
| 6M | +20.1% | +132.7% | -112.6% | -2.4% |
| YTD | +17.2% | +163.3% | -146.0% | -8.0% |
| 1Y | +24.7% | +280.3% | -255.6% | -10.2% |
| 3Y | +96.6% | +371.8% | -275.3% | +27.5% |
| 5Y | +95.0% | +87.1% | +7.9% | +34.4% |
| All | +95.0% | +82.7% | +12.3% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DOCN 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling