-20.4%
DOCU vs QSR
+29.1%
-49.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -3.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +8.0% | +5.9% | +2.1% | +5.3% |
| 3M | +41.0% | +10.5% | +30.5% | +35.7% |
| 6M | +33.7% | +7.7% | +26.0% | +29.0% |
| YTD | -4.9% | +16.8% | -21.6% | -11.1% |
| 1Y | -20.4% | +30.9% | -51.2% | -33.3% |
| All | -20.4% | +29.1% | -49.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded QSR 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling