+125.6%
QQQM vs DOCN
+88.7%
+36.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.0% | -4.6% | +2.0% |
| 7D | -0.3% | -12.8% | +12.5% | +1.8% |
| 30D | -9.7% | -41.9% | +32.3% | -1.4% |
| 3M | -6.0% | -36.9% | +30.9% | +0.2% |
| 6M | -4.3% | -52.2% | +47.9% | +5.9% |
| YTD | +10.9% | +62.7% | -51.8% | -5.2% |
| 1Y | +11.9% | +58.2% | -46.4% | -4.0% |
| 3Y | +86.9% | +219.5% | -132.6% | +32.3% |
| 5Y | +77.5% | -32.9% | +110.4% | +44.3% |
| All | +125.6% | +88.7% | +36.9% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling