-94.9%
SQQQ vs DOCS
-21.0%
-73.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -4.4% |
| 7D | +14.0% | -0.8% | +14.8% | +14.1% |
| 30D | +48.7% | +17.4% | +31.3% | +58.1% |
| 3M | +25.0% | +57.4% | -32.4% | +49.9% |
| 6M | +7.8% | +26.5% | -18.7% | +20.3% |
| YTD | -27.7% | -26.6% | -1.1% | -33.5% |
| 1Y | -29.0% | -48.1% | +19.0% | -42.6% |
| 3Y | -87.4% | +52.6% | -140.0% | -81.2% |
| 5Y | -92.1% | -52.1% | -40.0% | -88.8% |
| All | -94.9% | -21.0% | -73.8% | -92.9% |
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