-64.9%
DOCS vs QQQI
+18.0%
-82.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.3% |
| 7D | -7.3% | +1.3% | -8.6% | -7.7% |
| 30D | -10.9% | +0.2% | -11.1% | -11.0% |
| 3M | +20.3% | +1.5% | +18.8% | +19.5% |
| 6M | -3.6% | +13.2% | -16.9% | -10.8% |
| YTD | -44.9% | +11.6% | -56.4% | -47.9% |
| 1Y | -64.9% | +18.0% | -82.9% | -66.9% |
| All | -64.9% | +18.0% | -82.9% | -66.9% |
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 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