+218.9%
DOCN vs QQQI
+58.2%
+160.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.4% |
| 7D | +1.1% | +0.4% | +0.7% | +0.4% |
| 30D | -9.6% | +1.0% | -10.6% | -10.9% |
| 3M | -37.7% | -1.2% | -36.5% | -35.2% |
| 6M | +115.2% | +11.6% | +103.6% | +79.9% |
| YTD | +133.7% | +11.7% | +122.1% | +96.0% |
| 1Y | +250.2% | +18.7% | +231.5% | +165.2% |
| All | +218.9% | +58.2% | +160.7% | +44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling