+26.3%
QCOM vs QQQI
+58.1%
-31.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.3% |
| 7D | +5.1% | +1.3% | +3.7% | +2.9% |
| 30D | +4.3% | +0.2% | +4.1% | +3.9% |
| 3M | -19.6% | +1.5% | -21.1% | -20.8% |
| 6M | +29.5% | +13.2% | +16.2% | +9.4% |
| YTD | +3.4% | +11.6% | -8.2% | -10.7% |
| 1Y | +10.9% | +18.0% | -7.1% | -11.7% |
| All | +26.3% | +58.1% | -31.8% | -30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling