+2,094.7%
TQQQ vs DOC
+15.7%
+2,079.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +2.9% |
| 7D | -15.7% | +6.5% | -22.2% | -20.1% |
| 30D | -37.5% | +9.2% | -46.7% | -42.6% |
| 3M | -27.3% | -2.5% | -24.8% | -26.7% |
| 6M | -26.7% | +7.1% | -33.8% | -33.1% |
| YTD | -0.3% | +33.0% | -33.3% | -26.6% |
| 1Y | -1.5% | +23.3% | -24.8% | -22.7% |
| 3Y | +184.0% | +44.9% | +139.1% | +83.3% |
| 5Y | +28.8% | -21.6% | +50.4% | +56.6% |
| All | +2,094.7% | +15.7% | +2,079.0% | +2,017.7% |
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