+22.3%
DOCS vs QQQI
+51.3%
-29.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +1.2% |
| 7D | +2.6% | +3.3% | -0.8% | -0.2% |
| 30D | +11.4% | -5.8% | +17.2% | +16.8% |
| 3M | +25.4% | -5.0% | +30.4% | +30.4% |
| 6M | +42.5% | -3.2% | +45.7% | +44.5% |
| YTD | -24.7% | +6.8% | -31.5% | -30.9% |
| 1Y | -32.9% | +9.0% | -42.0% | -40.0% |
| All | +22.3% | +51.3% | -29.0% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling