+35,102.5%
TQQQ vs DOC
+96.3%
+35,006.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +2.1% |
| 7D | +0.7% | -1.5% | +2.2% | +2.0% |
| 30D | -0.6% | -4.8% | +4.1% | +3.5% |
| 3M | -14.9% | +6.9% | -21.8% | -21.5% |
| 6M | +44.6% | +20.7% | +23.8% | +17.1% |
| YTD | +37.8% | +34.1% | +3.7% | +0.4% |
| 1Y | +59.2% | +22.6% | +36.5% | +24.8% |
| 3Y | +254.1% | +20.8% | +233.3% | +170.1% |
| 5Y | +100.6% | -24.9% | +125.4% | +154.5% |
| 10Y | +2,857.5% | -1.8% | +2,859.4% | +2,792.6% |
| All | +35,102.5% | +96.3% | +35,006.2% | +14,093.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling