+10.9%
QCOM vs AEIS
+86.7%
-75.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.4% | +2.3% |
| 7D | +5.1% | +8.1% | -3.1% | +2.6% |
| 30D | +4.3% | -11.1% | +15.4% | +7.4% |
| 3M | -19.6% | -5.6% | -14.0% | -18.6% |
| 6M | +29.5% | -0.6% | +30.1% | +27.2% |
| YTD | +3.4% | +38.0% | -34.7% | -8.8% |
| 1Y | +10.9% | +87.2% | -76.3% | -10.4% |
| All | +10.9% | +86.7% | -75.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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