+36.0%
DVN vs QQQI
+2.7%
+33.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.7% | +2.9% | -5.1% |
| 7D | -16.2% | -8.5% | -7.7% | -19.4% |
| 30D | -10.7% | -12.7% | +2.0% | -16.2% |
| 3M | +2.5% | -7.7% | +10.2% | -0.7% |
| 6M | -14.8% | -4.6% | -10.1% | -14.8% |
| YTD | +19.3% | +2.1% | +17.2% | +24.0% |
| 1Y | +36.0% | +2.1% | +33.9% | +42.2% |
| All | +36.0% | +2.7% | +33.2% | +42.2% |
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 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