+349.6%
QQQ vs DOCU
+110.9%
+238.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.9% | +1.6% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -7.5% | +12.9% | -20.4% | -9.9% |
| 3M | -3.8% | +35.1% | -38.9% | -10.4% |
| 6M | -3.0% | +76.2% | -79.2% | -15.5% |
| YTD | +12.8% | +17.2% | -4.4% | +6.5% |
| 1Y | +11.6% | +16.4% | -4.8% | +5.3% |
| 3Y | +85.6% | +95.6% | -10.0% | +48.4% |
| 5Y | +82.1% | -68.5% | +150.6% | +96.7% |
| All | +349.6% | +110.9% | +238.7% | +203.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling