-3.4%
DOCS vs QQQI
+58.2%
-61.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | +21.8% | +1.0% | +20.8% | +21.0% |
| 3M | +27.3% | -1.2% | +28.5% | +28.0% |
| 6M | -0.3% | +11.6% | -11.9% | -11.4% |
| YTD | -40.5% | +11.7% | -52.2% | -47.2% |
| 1Y | -61.5% | +18.7% | -80.2% | -68.1% |
| All | -3.4% | +58.2% | -61.6% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling