+280.3%
DOCN vs QQQI
+18.0%
+262.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.1% | +12.7% | +12.9% |
| 7D | +16.3% | +1.3% | +15.0% | +12.9% |
| 30D | +2.0% | +0.2% | +1.8% | +2.1% |
| 3M | -25.2% | +1.5% | -26.7% | -26.5% |
| 6M | +132.7% | +13.2% | +119.4% | +83.4% |
| YTD | +163.3% | +11.6% | +151.7% | +115.5% |
| 1Y | +280.3% | +18.0% | +262.3% | +130.5% |
| All | +280.3% | +18.0% | +262.3% | +130.5% |
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 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