+50,186.6%
QCOM vs BBWI
+587.5%
+49,599.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.6% |
| 7D | +3.3% | +1.5% | +1.8% | +2.9% |
| 30D | +7.7% | -5.2% | +12.9% | +8.7% |
| 3M | -30.1% | +11.1% | -41.2% | -32.6% |
| 6M | +22.8% | -13.4% | +36.2% | +24.7% |
| YTD | +0.2% | +0.1% | +0.1% | -2.2% |
| 1Y | +7.9% | -36.1% | +44.0% | +15.8% |
| 3Y | +55.8% | -44.1% | +99.9% | +66.1% |
| 5Y | +30.1% | -66.2% | +96.3% | +51.7% |
| 10Y | +248.9% | -54.8% | +303.7% | +220.8% |
| All | +50,186.6% | +587.5% | +49,599.2% | +17,989.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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