+30.9%
QCOM vs ALL
+118.4%
-87.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.1% |
| 7D | +3.3% | 0.0% | +3.3% | +3.3% |
| 30D | +7.7% | -1.5% | +9.2% | +7.7% |
| 3M | -30.1% | +23.6% | -53.7% | -31.0% |
| 6M | +22.8% | +22.3% | +0.5% | +21.0% |
| YTD | +0.2% | +26.5% | -26.3% | -1.8% |
| 1Y | +7.9% | +27.0% | -19.2% | +5.6% |
| 3Y | +55.8% | +149.6% | -93.8% | +36.0% |
| All | +30.9% | +118.4% | -87.6% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling