+2,312.6%
TQQQ vs DOC
+20.3%
+2,292.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -0.9% |
| 7D | -6.6% | +4.3% | -10.9% | -9.7% |
| 30D | -30.4% | +9.2% | -39.6% | -35.9% |
| 3M | -23.2% | -0.8% | -22.4% | -23.6% |
| 6M | -25.5% | +7.1% | -32.6% | -32.0% |
| YTD | +7.9% | +34.0% | -26.1% | -20.9% |
| 1Y | +1.1% | +23.2% | -22.1% | -20.4% |
| 3Y | +186.6% | +53.6% | +133.0% | +75.4% |
| 5Y | +49.5% | -20.4% | +70.0% | +79.8% |
| 10Y | +2,312.6% | +23.4% | +2,289.2% | +2,206.9% |
| All | +2,312.6% | +20.3% | +2,292.3% | +2,206.9% |
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