+58.2%
QQQI vs DKS
-6.1%
+64.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.7% |
| 7D | -0.3% | -3.0% | +2.6% | +0.1% |
| 30D | -0.3% | -33.4% | +33.1% | +5.1% |
| 3M | +1.3% | -39.4% | +40.7% | +8.3% |
| 6M | +11.5% | -30.1% | +41.6% | +15.5% |
| YTD | +11.3% | -31.0% | +42.2% | +15.3% |
| 1Y | +16.9% | -40.2% | +57.0% | +24.2% |
| All | +58.2% | -6.1% | +64.3% | +48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling