+20.5%
DOCU vs Q
+29.7%
-9.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +0.4% |
| 7D | +4.1% | +1.2% | +2.9% | +4.2% |
| 30D | +7.4% | -2.7% | +10.0% | +7.3% |
| 3M | +26.0% | -16.9% | +42.9% | +24.8% |
| 6M | +79.2% | -26.9% | +106.0% | +77.4% |
| YTD | +18.1% | +45.2% | -27.2% | +7.8% |
| 1Y | +20.5% | +38.1% | -17.6% | +11.1% |
| All | +20.5% | +29.7% | -9.2% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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