+116.4%
DOCN vs QQQI
+8.3%
+108.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.0% | -8.2% | -9.6% |
| 7D | -20.0% | -4.2% | -15.8% | -10.7% |
| 30D | -38.8% | -7.1% | -31.7% | -25.5% |
| 3M | -34.8% | -2.7% | -32.2% | -28.0% |
| 6M | -22.8% | +2.0% | -24.8% | -21.5% |
| YTD | +74.6% | +8.2% | +66.4% | +59.8% |
| 1Y | +116.4% | +8.9% | +107.6% | +96.7% |
| All | +116.4% | +8.3% | +108.1% | +96.7% |
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