+99.8%
TQQQ vs DOCS
-73.4%
+173.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.2% | +1.5% |
| 7D | +0.7% | -1.4% | +2.1% | +1.3% |
| 30D | -0.6% | +21.8% | -22.5% | -10.3% |
| 3M | -14.9% | +27.3% | -42.2% | -25.2% |
| 6M | +44.6% | -0.3% | +44.9% | +36.4% |
| YTD | +37.8% | -40.5% | +78.3% | +59.7% |
| 1Y | +59.2% | -61.5% | +120.7% | +121.9% |
| 3Y | +254.1% | +8.2% | +245.9% | +163.2% |
| All | +99.8% | -73.4% | +173.2% | +129.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling