+59.2%
TQQQ vs DOC
+23.9%
+35.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +0.7% | -1.5% | +2.2% | +1.0% |
| 30D | -0.6% | -4.8% | +4.1% | +0.3% |
| 3M | -14.9% | +6.9% | -21.8% | -17.4% |
| 6M | +44.6% | +20.7% | +23.8% | +33.3% |
| YTD | +37.8% | +34.1% | +3.7% | +23.5% |
| 1Y | +59.2% | +22.6% | +36.5% | +45.3% |
| All | +59.2% | +23.9% | +35.3% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling