-98.3%
DFNS vs QQQI
+19.4%
-117.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.2% |
| 7D | -16.0% | +0.4% | -16.4% | -16.4% |
| 30D | -77.7% | +1.0% | -78.7% | -77.8% |
| 3M | -77.2% | -1.2% | -76.0% | -75.6% |
| 6M | -95.2% | +11.6% | -106.8% | -96.1% |
| YTD | -98.0% | +11.7% | -109.6% | -98.4% |
| 1Y | -98.3% | +18.7% | -116.9% | -99.3% |
| All | -98.3% | +19.4% | -117.6% | -99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling