+99.8%
TQQQ vs DOC
-24.5%
+124.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +2.0% |
| 7D | +0.7% | -1.5% | +2.2% | +1.9% |
| 30D | -0.6% | -4.8% | +4.1% | +3.2% |
| 3M | -14.9% | +6.9% | -21.8% | -21.2% |
| 6M | +44.6% | +20.7% | +23.8% | +18.4% |
| YTD | +37.8% | +34.1% | +3.7% | +1.3% |
| 1Y | +59.2% | +22.6% | +36.5% | +26.1% |
| 3Y | +254.1% | +20.8% | +233.3% | +177.1% |
| All | +99.8% | -24.5% | +124.3% | +196.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling