+10.9%
QCOM vs AMRZ
-22.6%
+33.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.3% | +7.4% | +4.0% |
| 7D | +5.1% | -2.0% | +7.1% | +5.4% |
| 30D | +4.3% | -9.8% | +14.1% | +6.4% |
| 3M | -19.6% | -17.2% | -2.4% | -16.7% |
| 6M | +29.5% | -26.9% | +56.4% | +36.8% |
| YTD | +3.4% | -21.5% | +24.8% | +6.5% |
| 1Y | +10.9% | -22.9% | +33.8% | +10.4% |
| All | +10.9% | -22.6% | +33.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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