+74.8%
QCOM vs AU
+624.5%
-549.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.4% |
| 7D | +5.1% | -0.3% | +5.3% | +5.1% |
| 30D | +4.3% | +12.8% | -8.5% | +1.8% |
| 3M | -19.6% | +28.5% | -48.1% | -23.4% |
| 6M | +29.5% | +4.8% | +24.7% | +26.8% |
| YTD | +3.4% | +31.0% | -27.6% | -1.9% |
| 1Y | +10.9% | +81.4% | -70.5% | +0.6% |
| 3Y | +74.8% | +618.4% | -543.7% | +35.2% |
| All | +74.8% | +624.5% | -549.7% | +35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling