+10.9%
QCOM vs AMIX
-100.0%
+110.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -5.6% | -3.9% | -9.4% |
| 7D | -15.5% | -25.5% | +10.0% | -15.1% |
| 30D | -13.4% | -56.2% | +42.8% | -12.4% |
| 3M | 0.0% | -87.4% | +87.5% | +2.8% |
| 6M | -15.2% | -80.9% | +65.7% | -16.9% |
| YTD | -6.9% | -86.8% | +79.9% | -8.6% |
| 1Y | -11.0% | -91.3% | +80.4% | -12.5% |
| All | +10.9% | -100.0% | +110.9% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling