-10.5%
DOCS vs QQQI
+58.1%
-68.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.2% |
| 7D | -7.3% | +1.3% | -8.6% | -8.3% |
| 30D | -10.9% | +0.2% | -11.1% | -11.1% |
| 3M | +20.3% | +1.5% | +18.8% | +18.1% |
| 6M | -3.6% | +13.2% | -16.9% | -15.6% |
| YTD | -44.9% | +11.6% | -56.4% | -51.1% |
| 1Y | -64.9% | +18.0% | -82.9% | -70.6% |
| All | -10.5% | +58.1% | -68.5% | -40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling