+56.8%
QQQI vs DOCU
+4.2%
+52.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.1% |
| 7D | -1.0% | -0.3% | -0.8% | -1.0% |
| 30D | -0.6% | +10.9% | -11.5% | -2.0% |
| 3M | +3.4% | +45.8% | -42.4% | -2.0% |
| 6M | +10.6% | +35.3% | -24.6% | +5.6% |
| YTD | +10.3% | -3.8% | +14.1% | +10.6% |
| 1Y | +16.3% | -16.5% | +32.9% | +18.9% |
| All | +56.8% | +4.2% | +52.6% | +48.2% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling