+2,448.5%
TQQQ vs DOC
+21.2%
+2,427.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.5% |
| 7D | +10.4% | -0.9% | +11.3% | +11.3% |
| 30D | -22.2% | +7.7% | -29.9% | -27.6% |
| 3M | -25.1% | -2.0% | -23.1% | -24.7% |
| 6M | -25.0% | +5.9% | -30.9% | -30.8% |
| YTD | +10.1% | +31.8% | -21.8% | -18.4% |
| 1Y | +11.0% | +22.5% | -11.5% | -12.4% |
| 3Y | +195.0% | +54.7% | +140.2% | +78.3% |
| 5Y | +46.6% | -21.3% | +67.9% | +78.1% |
| All | +2,448.5% | +21.2% | +2,427.3% | +2,348.3% |
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 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