+51.8%
QQQI vs DOC
+26.7%
+25.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +3.3% | -0.9% | +4.2% | +3.4% |
| 30D | -5.8% | +7.7% | -13.5% | -6.7% |
| 3M | -5.0% | -2.0% | -3.0% | -4.8% |
| 6M | -3.2% | +5.9% | -9.0% | -4.2% |
| YTD | +6.8% | +31.8% | -25.0% | +1.5% |
| 1Y | +9.0% | +22.5% | -13.5% | +5.0% |
| All | +51.8% | +26.7% | +25.1% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling