+259.2%
DOCN vs QQQI
+58.1%
+201.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.1% | +12.7% | +12.8% |
| 7D | +16.3% | +1.3% | +15.0% | +13.4% |
| 30D | +2.0% | +0.2% | +1.8% | +2.1% |
| 3M | -25.2% | +1.5% | -26.7% | -26.1% |
| 6M | +132.7% | +13.2% | +119.4% | +89.5% |
| YTD | +163.3% | +11.6% | +151.7% | +121.2% |
| 1Y | +280.3% | +18.0% | +262.3% | +191.0% |
| All | +259.2% | +58.1% | +201.1% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling