+90.6%
DASH vs QQQI
+56.3%
+34.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.9% |
| 7D | -9.4% | -1.0% | -8.4% | -8.4% |
| 30D | -5.2% | -0.6% | -4.6% | -4.7% |
| 3M | +33.1% | +3.4% | +29.8% | +27.2% |
| 6M | +18.3% | +10.6% | +7.7% | +3.5% |
| YTD | -11.2% | +10.3% | -21.5% | -21.9% |
| 1Y | -21.9% | +16.3% | -38.3% | -35.2% |
| All | +90.6% | +56.3% | +34.3% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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