+1,143.7%
TQQQ vs DOCU
+71.3%
+1,072.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +2.8% |
| 7D | +4.4% | +0.7% | +3.7% | +3.7% |
| 30D | -3.1% | +8.0% | -11.1% | -8.6% |
| 3M | -5.2% | +41.0% | -46.2% | -27.1% |
| 6M | +52.4% | +33.7% | +18.7% | +18.5% |
| YTD | +37.4% | -4.9% | +42.3% | +31.4% |
| 1Y | +56.0% | -20.4% | +76.3% | +65.2% |
| 3Y | +268.7% | +29.6% | +239.1% | +158.9% |
| 5Y | +101.2% | -76.9% | +178.1% | +284.4% |
| All | +1,143.7% | +71.3% | +1,072.4% | +549.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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