+211.3%
TQQQ vs DOC
+49.4%
+161.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.8% | +8.4% | +9.4% |
| 7D | -3.2% | +5.9% | -9.0% | -5.3% |
| 30D | -29.2% | +10.3% | -39.4% | -32.3% |
| 3M | -22.5% | -2.2% | -20.3% | -21.8% |
| 6M | -24.2% | +8.2% | -32.4% | -28.1% |
| YTD | +9.9% | +35.4% | -25.5% | -8.9% |
| 1Y | +9.7% | +23.6% | -13.9% | -4.1% |
| 3Y | +211.3% | +57.3% | +154.0% | +140.2% |
| All | +211.3% | +49.4% | +161.9% | +140.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling