+56.0%
TQQQ vs DOCS
-65.1%
+121.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | +0.4% |
| 7D | +4.4% | -7.3% | +11.7% | +5.1% |
| 30D | -3.1% | -10.9% | +7.8% | -2.1% |
| 3M | -5.2% | +20.3% | -25.5% | -7.5% |
| 6M | +52.4% | -3.6% | +56.0% | +52.4% |
| YTD | +37.4% | -44.9% | +82.3% | +59.2% |
| 1Y | +56.0% | -64.9% | +120.8% | +139.3% |
| All | +56.0% | -65.1% | +121.1% | +139.3% |
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