+7.9%
QCOM vs AG
+125.2%
-117.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.4% |
| 7D | +3.3% | +1.0% | +2.3% | +3.1% |
| 30D | +7.7% | +19.2% | -11.5% | +4.2% |
| 3M | -30.1% | +6.2% | -36.2% | -31.6% |
| 6M | +22.8% | -26.7% | +49.5% | +23.4% |
| YTD | +0.2% | +26.1% | -25.9% | -3.6% |
| 1Y | +7.9% | +131.7% | -123.8% | +1.8% |
| All | +7.9% | +125.2% | -117.3% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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