+276.2%
DOCN vs QQQI
+57.7%
+218.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +5.0% | +5.2% |
| 7D | +26.5% | +0.8% | +25.7% | +24.5% |
| 30D | +2.3% | +0.2% | +2.1% | +2.4% |
| 3M | -21.2% | +2.3% | -23.5% | -23.4% |
| 6M | +130.6% | +11.6% | +119.0% | +92.8% |
| YTD | +175.7% | +11.3% | +164.4% | +132.7% |
| 1Y | +286.6% | +17.4% | +269.1% | +198.4% |
| All | +276.2% | +57.7% | +218.4% | +71.7% |
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 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