+49.2%
QCOM vs BITO
-8.3%
+57.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +4.9% | -5.8% | +10.7% | +6.3% |
| 30D | +9.3% | +21.1% | -11.8% | +4.5% |
| 3M | -7.0% | +23.5% | -30.5% | -11.5% |
| 6M | +32.0% | +8.3% | +23.8% | +29.0% |
| YTD | +5.0% | -13.9% | +18.9% | +7.2% |
| 1Y | +13.6% | -34.5% | +48.1% | +22.7% |
| 3Y | +77.6% | +147.0% | -69.4% | +36.2% |
| All | +49.2% | -8.3% | +57.5% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 5y: compounded portfolio wealth divided by compounded BITO 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…
5y analysis · Full analysis span regression · 6 months rolling