-27.5%
DOCN vs QID
-76.9%
+49.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.6% | -6.8% | -1.8% |
| 7D | +19.1% | -7.1% | +26.2% | +12.4% |
| 30D | -21.0% | +12.6% | -33.7% | -7.4% |
| 3M | -34.7% | +14.2% | -49.0% | -20.7% |
| 6M | -45.8% | +6.2% | -52.0% | -34.7% |
| YTD | +79.4% | -21.8% | +101.2% | +72.5% |
| 1Y | +91.0% | -23.1% | +114.1% | +82.5% |
| 3Y | +237.5% | -71.3% | +308.8% | +70.7% |
| All | -27.5% | -76.9% | +49.4% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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