+58.2%
QQQI vs DGX
+90.2%
-32.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.9% |
| 7D | -0.3% | -0.9% | +0.5% | -0.3% |
| 30D | -0.3% | -1.2% | +0.9% | -0.3% |
| 3M | +1.3% | +15.8% | -14.4% | +1.1% |
| 6M | +11.5% | +18.2% | -6.7% | +11.1% |
| YTD | +11.3% | +37.2% | -25.9% | +9.6% |
| 1Y | +16.9% | +30.4% | -13.5% | +15.5% |
| All | +58.2% | +90.2% | -32.0% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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