-61.5%
DOCS vs QQQI
+19.4%
-80.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | +21.8% | +1.0% | +20.8% | +21.4% |
| 3M | +27.3% | -1.2% | +28.5% | +28.2% |
| 6M | -0.3% | +11.6% | -11.9% | -6.7% |
| YTD | -40.5% | +11.7% | -52.2% | -43.9% |
| 1Y | -61.5% | +18.7% | -80.2% | -64.5% |
| All | -61.5% | +19.4% | -80.9% | -64.5% |
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