+164.6%
DOCN vs QID
-87.0%
+251.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.5% |
| 7D | +1.1% | -0.6% | +1.8% | +0.7% |
| 30D | -9.6% | 0.0% | -9.6% | -8.8% |
| 3M | -37.7% | +3.7% | -41.4% | -31.8% |
| 6M | +115.2% | -29.9% | +145.1% | +72.9% |
| YTD | +133.7% | -28.8% | +162.5% | +93.2% |
| 1Y | +250.2% | -37.2% | +287.3% | +167.1% |
| 3Y | +320.3% | -73.7% | +394.0% | +89.0% |
| 5Y | +53.1% | -80.7% | +133.9% | -6.7% |
| All | +164.6% | -87.0% | +251.7% | +27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling