+56.4%
TQQQ vs DOCU
-14.9%
+71.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.1% |
| 7D | +0.7% | +6.9% | -6.2% | -0.3% |
| 30D | -0.6% | +19.0% | -19.6% | -3.3% |
| 3M | -14.9% | +34.3% | -49.2% | -18.6% |
| 6M | +44.6% | +48.0% | -3.4% | +34.0% |
| YTD | +37.8% | 0.0% | +37.8% | +43.0% |
| All | +56.4% | -14.9% | +71.3% | +64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling