+3.6%
QCOM vs AMRZ
-14.3%
+17.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.9% |
| 7D | +2.0% | -5.5% | +7.4% | +3.4% |
| 30D | +1.2% | +15.6% | -14.4% | -2.0% |
| 3M | +9.1% | -12.1% | +21.2% | +11.3% |
| 6M | -25.0% | -19.4% | -5.5% | -22.3% |
| YTD | +4.8% | -21.9% | +26.7% | +6.7% |
| 1Y | +3.6% | -15.0% | +18.6% | +1.8% |
| All | +3.6% | -14.3% | +17.9% | +1.8% |
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