+100.7%
DASH vs QQQI
+58.2%
+42.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.8% |
| 7D | -10.6% | +0.4% | -11.0% | -11.0% |
| 30D | +2.2% | +1.0% | +1.2% | +0.9% |
| 3M | +32.3% | -1.2% | +33.5% | +33.3% |
| 6M | +19.1% | +11.6% | +7.5% | +3.3% |
| YTD | -6.5% | +11.7% | -18.2% | -18.8% |
| 1Y | -14.9% | +18.7% | -33.6% | -30.9% |
| All | +100.7% | +58.2% | +42.5% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling