+4.3%
DT vs QQQI
+19.4%
-15.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | +2.0% | +1.0% | +1.1% | +1.6% |
| 3M | +20.0% | -1.2% | +21.2% | +20.9% |
| 6M | +39.3% | +11.6% | +27.7% | +30.9% |
| YTD | +19.8% | +11.7% | +8.1% | +12.9% |
| 1Y | +4.3% | +18.7% | -14.4% | -12.4% |
| All | +4.3% | +19.4% | -15.1% | -12.4% |
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