+250.2%
DOCN vs QQQI
+19.4%
+230.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.4% |
| 7D | +1.1% | +0.4% | +0.7% | +0.2% |
| 30D | -9.6% | +1.0% | -10.6% | -11.1% |
| 3M | -37.7% | -1.2% | -36.5% | -35.0% |
| 6M | +115.2% | +11.6% | +103.6% | +74.7% |
| YTD | +133.7% | +11.7% | +122.1% | +91.0% |
| 1Y | +250.2% | +18.7% | +231.5% | +105.4% |
| All | +250.2% | +19.4% | +230.8% | +105.4% |
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