+18.7%
QQQI vs DHI
-16.9%
+35.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +0.4% | -3.1% | +3.6% | +0.7% |
| 30D | +1.0% | -5.5% | +6.4% | +1.4% |
| 3M | -1.2% | -2.2% | +1.0% | -1.1% |
| 6M | +11.6% | -6.0% | +17.6% | +10.9% |
| YTD | +11.7% | 0.0% | +11.7% | +10.7% |
| 1Y | +18.7% | -18.2% | +36.9% | +17.8% |
| All | +18.7% | -16.9% | +35.6% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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