+46.9%
QQQI vs DOCU
+22.9%
+24.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.4% |
| 7D | -4.2% | -5.5% | +1.3% | -3.6% |
| 30D | -11.6% | +12.6% | -24.2% | -12.8% |
| 3M | -6.4% | +36.4% | -42.8% | -10.0% |
| 6M | -4.7% | +66.8% | -71.5% | -11.3% |
| YTD | +3.3% | +13.5% | -10.1% | +1.5% |
| 1Y | +5.0% | +11.3% | -6.3% | +3.4% |
| All | +46.9% | +22.9% | +24.0% | +36.0% |
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