+24.9%
QCOM vs AMIX
-100.0%
+124.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -20.0% | +21.8% | +2.0% |
| 7D | +2.0% | -8.1% | +10.0% | +2.0% |
| 30D | +1.2% | -52.3% | +53.5% | +2.2% |
| 3M | +9.1% | -83.8% | +92.9% | +11.7% |
| 6M | -25.0% | -79.0% | +54.0% | -26.5% |
| YTD | +4.8% | -87.2% | +92.0% | +2.9% |
| 1Y | +3.6% | -91.7% | +95.3% | +1.8% |
| All | +24.9% | -100.0% | +124.9% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling