+2.1%
QQQI vs DKS
-32.9%
+35.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.5% | -1.2% | -5.5% |
| 7D | -8.5% | -0.7% | -7.8% | -8.4% |
| 30D | -12.7% | +4.6% | -17.3% | -12.9% |
| 3M | -7.7% | -28.9% | +21.2% | -6.2% |
| 6M | -4.6% | -33.5% | +28.9% | -2.9% |
| YTD | +2.1% | -27.2% | +29.3% | +2.3% |
| 1Y | +2.1% | -33.8% | +35.9% | +3.2% |
| All | +2.1% | -32.9% | +35.0% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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