-1.2%
QLD vs DOCS
-49.5%
+48.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.3% | -8.4% | -12.5% |
| 7D | -18.6% | -1.3% | -17.2% | -18.4% |
| 30D | -28.3% | +19.4% | -47.7% | -28.7% |
| 3M | -20.4% | +53.4% | -73.8% | -21.8% |
| 6M | -14.3% | +28.8% | -43.0% | -14.9% |
| YTD | +2.8% | -25.1% | +27.8% | +5.2% |
| 1Y | -1.2% | -48.1% | +46.9% | +5.9% |
| All | -1.2% | -49.5% | +48.3% | +5.9% |
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