+39.3%
QCOM vs ASX
+298.6%
-259.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -20.8% | +11.3% | +1.2% |
| 7D | -15.5% | -33.3% | +17.8% | +3.5% |
| 30D | -13.4% | -36.5% | +23.1% | +7.8% |
| 3M | 0.0% | -19.2% | +19.2% | +8.2% |
| 6M | -15.2% | -10.2% | -5.0% | -15.8% |
| YTD | -6.9% | +86.5% | -93.4% | -40.6% |
| 1Y | -11.0% | +89.6% | -100.6% | -43.9% |
| All | +39.3% | +298.6% | -259.3% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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