+254.8%
TQQQ vs DOCN
+205.3%
+49.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.6% | -12.9% | -6.8% |
| 7D | +4.4% | +16.3% | -12.0% | -4.2% |
| 30D | -3.1% | +2.0% | -5.1% | -5.7% |
| 3M | -5.2% | -25.2% | +20.0% | +7.1% |
| 6M | +52.4% | +132.7% | -80.3% | -15.2% |
| YTD | +37.4% | +163.3% | -125.9% | -30.7% |
| 1Y | +56.0% | +280.3% | -224.4% | -38.0% |
| 3Y | +268.7% | +371.8% | -103.2% | +18.3% |
| 5Y | +101.2% | +87.1% | +14.1% | -1.6% |
| All | +254.8% | +205.3% | +49.6% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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