+271.2%
QCOM vs AU
+730.4%
-459.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | +4.4% | +0.6% | +3.7% | +4.3% |
| 30D | +9.4% | +12.3% | -2.9% | +8.1% |
| 3M | -13.7% | +29.4% | -43.0% | -15.7% |
| 6M | +28.9% | +3.2% | +25.7% | +27.8% |
| YTD | +4.7% | +31.8% | -27.1% | +2.0% |
| 1Y | +13.5% | +83.4% | -69.9% | +8.0% |
| 3Y | +77.1% | +623.1% | -546.0% | +54.6% |
| 5Y | +38.9% | +700.5% | -661.6% | +20.2% |
| All | +271.2% | +730.4% | -459.2% | +240.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling