+58.6%
QQQI vs DOCU
+3.1%
+55.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.5% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +0.2% | +8.0% | -7.8% | -0.9% |
| 3M | +1.5% | +41.0% | -39.5% | -3.4% |
| 6M | +13.2% | +33.7% | -20.4% | +8.2% |
| YTD | +11.6% | -4.9% | +16.4% | +12.1% |
| 1Y | +18.0% | -20.4% | +38.4% | +21.5% |
| All | +58.6% | +3.1% | +55.5% | +50.1% |
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