+125.5%
DOCN vs QQQI
+50.3%
+75.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +2.5% |
| 7D | -12.1% | -1.0% | -11.1% | -9.3% |
| 30D | -41.0% | -8.7% | -32.3% | -27.0% |
| 3M | -38.7% | -4.6% | -34.1% | -29.9% |
| 6M | -51.5% | -3.6% | -47.9% | -44.9% |
| YTD | +65.3% | +6.0% | +59.2% | +59.3% |
| 1Y | +53.9% | +6.0% | +47.9% | +49.0% |
| All | +125.5% | +50.3% | +75.2% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling