+29.4%
TQQQ vs DOCU
-71.0%
+100.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.5% |
| 7D | -15.7% | -5.5% | -10.2% | -12.7% |
| 30D | -37.5% | +12.6% | -50.2% | -42.1% |
| 3M | -27.3% | +36.4% | -63.7% | -41.1% |
| 6M | -26.7% | +66.8% | -93.5% | -49.5% |
| YTD | -0.3% | +13.5% | -13.8% | -14.6% |
| 1Y | -1.5% | +11.3% | -12.8% | -15.1% |
| 3Y | +184.0% | +92.1% | +91.9% | +53.5% |
| All | +29.4% | -71.0% | +100.4% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling