+802.3%
TQQQ vs DOCU
+104.2%
+698.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.6% |
| 7D | -15.7% | -5.5% | -10.2% | -12.5% |
| 30D | -37.5% | +12.6% | -50.2% | -42.4% |
| 3M | -27.3% | +36.4% | -63.7% | -41.9% |
| 6M | -26.7% | +66.8% | -93.5% | -50.6% |
| YTD | -0.3% | +13.5% | -13.8% | -16.1% |
| 1Y | -1.5% | +11.3% | -12.8% | -16.6% |
| 3Y | +184.0% | +92.1% | +91.9% | +50.8% |
| 5Y | +28.8% | -71.0% | +99.8% | +108.9% |
| All | +802.3% | +104.2% | +698.0% | +314.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling