+147.1%
DOCN vs QQQI
+53.2%
+93.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.6% | +5.5% |
| 7D | +3.7% | -0.1% | +3.8% | +5.4% |
| 30D | -33.7% | -6.5% | -27.2% | -21.7% |
| 3M | -27.9% | -2.5% | -25.4% | -20.9% |
| 6M | -46.4% | -1.8% | -44.6% | -41.2% |
| YTD | +81.1% | +8.1% | +73.0% | +68.1% |
| 1Y | +74.3% | +8.2% | +66.1% | +61.8% |
| All | +147.1% | +53.2% | +93.9% | +24.0% |
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