+58.8%
QQQI vs DOCU
+8.3%
+50.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.3% |
| 7D | +0.4% | +6.9% | -6.5% | -0.4% |
| 30D | +1.0% | +19.0% | -18.0% | -1.3% |
| 3M | -1.2% | +34.3% | -35.5% | -5.2% |
| 6M | +11.6% | +48.0% | -36.4% | +5.2% |
| YTD | +11.7% | 0.0% | +11.7% | +11.5% |
| 1Y | +18.7% | -10.3% | +28.9% | +20.0% |
| All | +58.8% | +8.3% | +50.4% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling