+1,620.7%
QCOM vs AGI
+5,459.2%
-3,838.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | +3.3% | +0.6% | +2.7% | +3.3% |
| 30D | +7.7% | +18.2% | -10.5% | +6.8% |
| 3M | -30.1% | -4.1% | -25.9% | -30.0% |
| 6M | +22.8% | -28.7% | +51.5% | +24.5% |
| YTD | +0.2% | -4.0% | +4.2% | +0.1% |
| 1Y | +7.9% | +17.4% | -9.6% | +6.6% |
| 3Y | +55.8% | +203.0% | -147.2% | +47.9% |
| 5Y | +30.1% | +376.7% | -346.6% | +21.1% |
| 10Y | +248.9% | +407.5% | -158.6% | +219.7% |
| All | +1,620.7% | +5,459.2% | -3,838.5% | +1,425.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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