+342.4%
QQQ vs DOCU
+104.6%
+237.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | -0.3% | -4.8% | +4.5% | +0.8% |
| 30D | -9.6% | +9.4% | -19.0% | -11.4% |
| 3M | -5.9% | +29.0% | -35.0% | -11.5% |
| 6M | -4.3% | +62.3% | -66.6% | -15.1% |
| YTD | +11.0% | +13.7% | -2.7% | +5.5% |
| 1Y | +11.9% | +11.5% | +0.4% | +6.7% |
| 3Y | +86.7% | +94.2% | -7.5% | +49.5% |
| 5Y | +77.1% | -71.7% | +148.8% | +95.9% |
| All | +342.4% | +104.6% | +237.8% | +200.7% |
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