+49,194.2%
QCOM vs BBWI
+652.6%
+48,541.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +6.3% |
| 7D | +0.4% | -6.2% | +6.6% | +2.0% |
| 30D | -6.6% | +19.9% | -26.5% | -10.8% |
| 3M | +3.7% | +7.1% | -3.5% | +0.9% |
| 6M | -13.3% | +13.7% | -27.0% | -17.7% |
| YTD | -1.8% | +9.6% | -11.4% | -6.9% |
| 1Y | -2.5% | -1.6% | -0.9% | -6.3% |
| 3Y | +47.0% | -25.9% | +72.8% | +45.5% |
| 5Y | +13.1% | -67.8% | +80.9% | +32.5% |
| 10Y | +224.7% | -43.5% | +268.2% | +179.5% |
| All | +49,194.2% | +652.6% | +48,541.6% | +17,121.0% |
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