-76.5%
DOCU vs QID
-80.8%
+4.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.5% |
| 7D | +6.9% | -0.6% | +7.5% | +6.5% |
| 30D | +19.0% | 0.0% | +19.0% | +19.5% |
| 3M | +34.3% | +3.7% | +30.6% | +39.3% |
| 6M | +48.0% | -29.9% | +77.9% | +17.0% |
| YTD | 0.0% | -28.8% | +28.8% | -19.3% |
| 1Y | -10.3% | -37.2% | +26.9% | -33.3% |
| 3Y | +32.4% | -73.7% | +106.1% | -42.4% |
| All | -76.5% | -80.8% | +4.2% | -87.5% |
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