+7,669.6%
QCOM vs AU
+793.6%
+6,876.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.3% |
| 7D | +3.3% | -3.6% | +7.0% | +3.6% |
| 30D | +7.7% | +23.9% | -16.2% | +5.7% |
| 3M | -30.1% | +19.1% | -49.1% | -31.2% |
| 6M | +22.8% | -0.2% | +23.0% | +22.3% |
| YTD | +0.2% | +32.5% | -32.3% | -2.6% |
| 1Y | +7.9% | +96.9% | -89.1% | +1.4% |
| 3Y | +55.8% | +614.7% | -558.9% | +31.6% |
| 5Y | +30.1% | +647.7% | -617.6% | +8.2% |
| 10Y | +248.9% | +679.2% | -430.3% | +177.8% |
| All | +7,669.6% | +793.6% | +6,876.0% | +6,532.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling