+8.9%
QQQI vs DOC
+21.8%
-12.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.9% |
| 7D | -4.2% | +8.7% | -13.0% | -4.4% |
| 30D | -7.1% | +7.6% | -14.7% | -7.2% |
| 3M | -2.7% | -5.3% | +2.6% | -2.2% |
| 6M | +2.0% | +27.6% | -25.6% | -0.5% |
| YTD | +8.2% | +32.4% | -24.2% | +5.7% |
| 1Y | +8.9% | +22.9% | -14.0% | +7.1% |
| All | +8.9% | +21.8% | -12.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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