+95.3%
DOCU vs QID
-69.7%
+165.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +12.7% | -14.7% | +2.5% |
| 7D | -3.2% | +20.2% | -23.4% | +3.6% |
| 30D | +15.7% | +35.3% | -19.6% | +29.5% |
| 3M | +37.3% | +21.3% | +15.9% | +47.8% |
| 6M | +63.1% | +6.7% | +56.4% | +67.5% |
| YTD | +15.4% | -13.6% | +29.0% | +9.0% |
| 1Y | +11.3% | -11.0% | +22.3% | +7.2% |
| All | +95.3% | -69.7% | +165.0% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling