+11.8%
QCOM vs QQQI
+15.9%
-4.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.8% |
| 7D | +4.9% | -1.0% | +6.0% | +6.7% |
| 30D | +9.3% | -0.6% | +9.9% | +10.3% |
| 3M | -7.0% | +3.4% | -10.4% | -11.2% |
| 6M | +32.0% | +10.6% | +21.4% | +19.4% |
| YTD | +5.0% | +10.3% | -5.3% | -4.7% |
| All | +11.8% | +15.9% | -4.1% | -3.7% |
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