+53.7%
QQQI vs DOC
+28.6%
+25.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.0% |
| 7D | -0.1% | +1.0% | -1.1% | -0.2% |
| 30D | -6.5% | +8.1% | -14.6% | -7.3% |
| 3M | -2.5% | +0.9% | -3.4% | -2.6% |
| 6M | -1.8% | +6.3% | -8.1% | -2.9% |
| YTD | +8.1% | +33.8% | -25.7% | +2.5% |
| 1Y | +8.2% | +21.6% | -13.4% | +4.5% |
| All | +53.7% | +28.6% | +25.1% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling