+90.0%
DASH vs QQQI
+58.1%
+32.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.2% |
| 7D | -11.2% | +1.3% | -12.5% | -12.5% |
| 30D | -7.3% | +0.2% | -7.5% | -7.6% |
| 3M | +31.4% | +1.5% | +29.9% | +28.5% |
| 6M | +11.9% | +13.2% | -1.4% | -4.8% |
| YTD | -11.5% | +11.6% | -23.1% | -23.1% |
| 1Y | -20.0% | +18.0% | -38.0% | -34.6% |
| All | +90.0% | +58.1% | +32.0% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling