-47.3%
DOCS vs QQQI
+8.3%
-55.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.4% | +6.1% |
| 7D | +1.2% | -4.2% | +5.5% | +2.3% |
| 30D | +21.3% | -7.1% | +28.4% | +23.4% |
| 3M | +58.4% | -2.7% | +61.0% | +59.2% |
| 6M | +39.3% | +2.0% | +37.3% | +37.1% |
| YTD | -21.7% | +8.2% | -29.9% | -23.0% |
| 1Y | -47.3% | +8.9% | -56.2% | -48.6% |
| All | -47.3% | +8.3% | -55.7% | -48.6% |
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 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