+15.6%
DOCU vs Q
+27.2%
-11.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | -0.3% |
| 7D | +1.6% | +11.5% | -9.9% | +2.6% |
| 30D | +10.8% | -0.2% | +11.0% | +11.0% |
| 3M | +38.0% | -13.6% | +51.5% | +37.2% |
| 6M | +77.4% | -27.0% | +104.4% | +76.9% |
| YTD | +17.2% | +50.5% | -33.4% | +5.9% |
| 1Y | +15.6% | +33.8% | -18.2% | +8.6% |
| All | +15.6% | +27.2% | -11.7% | +8.6% |
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