+14.7%
QLD vs DOCS
-47.4%
+62.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.3% | -4.5% | +1.6% |
| 7D | -9.4% | +1.2% | -10.6% | -9.5% |
| 30D | -17.1% | +21.3% | -38.4% | -17.7% |
| 3M | -10.4% | +58.4% | -68.8% | -12.2% |
| 6M | +0.7% | +39.3% | -38.6% | -0.6% |
| YTD | +17.7% | -21.7% | +39.4% | +20.0% |
| 1Y | +14.7% | -47.3% | +62.0% | +22.6% |
| All | +14.7% | -47.4% | +62.1% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling