+53.9%
DOCN vs QSR
+17.9%
+36.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.6% |
| 7D | -12.1% | +4.5% | -16.6% | -10.0% |
| 30D | -41.0% | +9.4% | -50.4% | -38.3% |
| 3M | -38.7% | +7.5% | -46.2% | -36.5% |
| 6M | -51.5% | -0.8% | -50.7% | -49.3% |
| YTD | +65.3% | +16.9% | +48.4% | +73.7% |
| 1Y | +53.9% | +16.3% | +37.6% | +62.0% |
| All | +53.9% | +17.9% | +36.0% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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