+0.9%
QCOM vs QQQI
+7.5%
-6.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.0% |
| 7D | +4.3% | +3.3% | +0.9% | -1.4% |
| 30D | -0.1% | -5.8% | +5.7% | +11.1% |
| 3M | +5.2% | -5.0% | +10.3% | +15.6% |
| 6M | -18.4% | -3.2% | -15.2% | -11.1% |
| YTD | +2.4% | +6.8% | -4.4% | +1.0% |
| 1Y | +0.9% | +9.0% | -8.1% | -3.0% |
| All | +0.9% | +7.5% | -6.6% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling