+32.0%
QCOM vs QQQI
+57.7%
-25.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +1.5% |
| 7D | +7.8% | -0.3% | +8.2% | +8.4% |
| 30D | +12.2% | -0.3% | +12.5% | +12.7% |
| 3M | -9.9% | +1.3% | -11.2% | -11.2% |
| 6M | +36.9% | +11.5% | +25.4% | +18.5% |
| YTD | +8.0% | +11.3% | -3.2% | -6.3% |
| 1Y | +15.0% | +16.9% | -1.9% | -7.1% |
| All | +32.0% | +57.7% | -25.7% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 10y: compounded portfolio wealth divided by compounded QQQI 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…
10y analysis · Full analysis span regression · 6 months rolling