-95.3%
SQQQ vs DOCS
-21.3%
-74.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +1.3% |
| 7D | +1.9% | -0.6% | +2.4% | +2.1% |
| 30D | +32.2% | +6.3% | +25.9% | +35.9% |
| 3M | +17.1% | +26.5% | -9.4% | +28.5% |
| 6M | +5.4% | +24.8% | -19.4% | +17.1% |
| YTD | -33.9% | -26.8% | -7.2% | -39.3% |
| 1Y | -31.3% | -38.3% | +7.0% | -40.6% |
| 3Y | -87.6% | +36.0% | -123.7% | -82.6% |
| 5Y | -93.3% | -55.0% | -38.3% | -90.5% |
| All | -95.3% | -21.3% | -74.1% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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