+101.7%
DOCU vs QID
-98.0%
+199.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.6% | +7.8% | +0.5% |
| 7D | -0.4% | -1.1% | +0.7% | -0.6% |
| 30D | +12.9% | +14.4% | -1.5% | +23.0% |
| 3M | +35.1% | +6.7% | +28.4% | +41.3% |
| 6M | +76.2% | +2.6% | +73.6% | +81.4% |
| YTD | +17.2% | -24.2% | +41.4% | +1.2% |
| 1Y | +16.4% | -22.3% | +38.7% | +2.6% |
| 3Y | +95.6% | -72.0% | +167.6% | +2.8% |
| 5Y | -68.5% | -78.2% | +9.6% | -80.2% |
| All | +101.7% | -98.0% | +199.7% | -40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling