-2.5%
QCOM vs AMIX
-91.4%
+88.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.4% | -16.0% | +16.4% | +0.7% |
| 30D | -6.6% | -55.4% | +48.8% | -5.4% |
| 3M | +3.7% | -87.5% | +91.2% | +6.9% |
| 6M | -13.3% | -81.2% | +67.9% | -14.6% |
| YTD | -1.8% | -86.8% | +85.1% | -4.4% |
| 1Y | -2.5% | -91.6% | +89.1% | -6.2% |
| All | -2.5% | -91.4% | +88.9% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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