+3.2%
QCOM vs BN
-7.9%
+11.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.9% |
| 7D | +5.5% | +4.3% | +1.2% | +3.6% |
| 30D | -1.1% | +14.3% | -15.4% | -7.4% |
| 3M | +7.6% | -4.1% | +11.7% | +9.7% |
| 6M | -20.1% | -9.7% | -10.4% | -16.0% |
| YTD | +3.0% | -7.1% | +10.2% | +6.0% |
| 1Y | +3.2% | -7.4% | +10.7% | +6.4% |
| All | +3.2% | -7.9% | +11.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling