+58.2%
QQQI vs DOCU
+2.1%
+56.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | -0.1% |
| 7D | +0.8% | -1.4% | +2.3% | +1.0% |
| 30D | +0.2% | +8.1% | -7.9% | -0.9% |
| 3M | +2.3% | +43.0% | -40.7% | -2.8% |
| 6M | +11.6% | +32.4% | -20.8% | +6.8% |
| YTD | +11.3% | -5.8% | +17.1% | +11.9% |
| 1Y | +17.4% | -19.2% | +36.7% | +20.6% |
| All | +58.2% | +2.1% | +56.2% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling