+1.1%
TQQQ vs DOCS
-40.0%
+41.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.6% |
| 7D | -6.6% | -0.6% | -6.0% | -6.4% |
| 30D | -30.4% | +6.3% | -36.7% | -30.5% |
| 3M | -23.2% | +26.5% | -49.7% | -24.1% |
| 6M | -25.5% | +24.8% | -50.3% | -26.0% |
| YTD | +7.9% | -26.8% | +34.7% | +14.4% |
| 1Y | +1.1% | -38.3% | +39.4% | +11.2% |
| All | +1.1% | -40.0% | +41.1% | +11.2% |
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