+12.9%
TQQQ vs DOCS
-47.4%
+60.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.3% | -3.6% | +2.4% |
| 7D | -14.0% | +1.2% | -15.2% | -14.1% |
| 30D | -25.1% | +21.3% | -46.4% | -26.0% |
| 3M | -16.7% | +58.4% | -75.0% | -19.1% |
| 6M | -3.7% | +39.3% | -43.0% | -5.6% |
| YTD | +18.8% | -21.7% | +40.5% | +22.6% |
| 1Y | +12.9% | -47.3% | +60.2% | +25.4% |
| All | +12.9% | -47.4% | +60.3% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling