+40.9%
DLR vs QQQI
+57.7%
-16.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.1% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | -4.3% | -0.3% | -4.0% | -4.1% |
| 3M | +3.8% | +1.3% | +2.5% | +2.4% |
| 6M | +5.8% | +11.5% | -5.7% | -3.0% |
| YTD | +23.5% | +11.3% | +12.3% | +13.2% |
| 1Y | +11.1% | +16.9% | -5.8% | -2.1% |
| All | +40.9% | +57.7% | -16.8% | -3.5% |
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