-100.0%
SQQQ vs DOC
+15.7%
-115.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.2% |
| 7D | +14.0% | +6.5% | +7.6% | +20.2% |
| 30D | +48.7% | +9.2% | +39.6% | +59.3% |
| 3M | +25.0% | -2.5% | +27.5% | +21.9% |
| 6M | +7.8% | +7.1% | +0.7% | +13.4% |
| YTD | -27.7% | +33.0% | -60.7% | -5.9% |
| 1Y | -29.0% | +23.3% | -52.3% | -13.8% |
| 3Y | -87.4% | +44.9% | -132.3% | -80.6% |
| 5Y | -92.1% | -21.6% | -70.5% | -91.8% |
| All | -100.0% | +15.7% | -115.7% | -99.9% |
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