-69.4%
DOCU vs QID
-76.9%
+7.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +2.4% |
| 7D | +4.1% | -7.1% | +11.2% | -0.5% |
| 30D | +7.4% | +12.6% | -5.3% | +16.6% |
| 3M | +26.0% | +14.2% | +11.8% | +38.0% |
| 6M | +79.2% | +6.2% | +73.0% | +88.6% |
| YTD | +18.1% | -21.8% | +39.9% | +1.5% |
| 1Y | +20.5% | -23.1% | +43.7% | +2.6% |
| 3Y | +96.4% | -71.3% | +167.7% | -10.6% |
| All | -69.4% | -76.9% | +7.5% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling