+3.2%
QCOM vs ALL
+32.6%
-29.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.7% | +2.6% |
| 7D | +5.5% | -0.1% | +5.7% | +5.5% |
| 30D | -1.1% | +13.8% | -14.9% | +5.7% |
| 3M | +7.6% | -2.8% | +10.4% | +6.5% |
| 6M | -20.1% | +23.7% | -43.7% | -9.9% |
| YTD | +3.0% | +27.3% | -24.2% | +15.5% |
| 1Y | +3.2% | +30.5% | -27.3% | +15.4% |
| All | +3.2% | +32.6% | -29.4% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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