+122.0%
DOCN vs QQQI
+51.0%
+71.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.1% | +4.9% | +1.5% |
| 7D | -12.8% | -0.1% | -12.7% | -11.8% |
| 30D | -41.9% | -8.3% | -33.7% | -28.8% |
| 3M | -36.9% | -4.3% | -32.6% | -28.3% |
| 6M | -52.2% | -3.1% | -49.1% | -46.3% |
| YTD | +62.7% | +6.6% | +56.2% | +55.4% |
| 1Y | +58.2% | +8.6% | +49.7% | +46.4% |
| All | +122.0% | +51.0% | +71.0% | +14.6% |
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