+3.6%
QCOM vs ALL
+30.4%
-26.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.3% | +2.0% |
| 7D | +2.0% | -2.6% | +4.5% | +0.7% |
| 30D | +1.2% | +12.7% | -11.5% | +7.8% |
| 3M | +9.1% | +0.4% | +8.7% | +9.8% |
| 6M | -25.0% | +23.8% | -48.8% | -15.1% |
| YTD | +4.8% | +27.8% | -23.0% | +18.1% |
| 1Y | +3.6% | +28.9% | -25.3% | +17.2% |
| All | +3.6% | +30.4% | -26.8% | +17.2% |
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