+51.8%
QQQI vs DECK
-32.8%
+84.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.4% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | -5.8% | +4.8% | -10.6% | -6.5% |
| 3M | -5.0% | -6.9% | +1.9% | -4.3% |
| 6M | -3.2% | -7.6% | +4.4% | -2.7% |
| YTD | +6.8% | -16.3% | +23.0% | +8.3% |
| 1Y | +9.0% | +4.5% | +4.5% | +6.5% |
| All | +51.8% | -32.8% | +84.6% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling