+30.9%
QCOM vs AMC
-99.4%
+130.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.2% |
| 7D | +3.3% | +2.3% | +1.0% | +3.1% |
| 30D | +7.7% | -0.7% | +8.4% | +7.7% |
| 3M | -30.1% | +35.2% | -65.3% | -32.4% |
| 6M | +22.8% | +124.6% | -101.7% | +12.6% |
| YTD | +0.2% | +69.9% | -69.7% | -6.2% |
| 1Y | +7.9% | -2.6% | +10.4% | +5.5% |
| 3Y | +55.8% | -79.8% | +135.6% | +65.2% |
| All | +30.9% | -99.4% | +130.3% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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