+3.6%
QCOM vs BTG
+26.4%
-22.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.4% |
| 7D | +2.0% | +1.4% | +0.6% | +1.3% |
| 30D | +1.2% | -1.1% | +2.4% | +1.2% |
| 3M | +9.1% | +2.5% | +6.6% | +7.3% |
| 6M | -25.0% | -3.1% | -21.9% | -26.5% |
| YTD | +4.8% | +16.3% | -11.5% | -1.6% |
| 1Y | +3.6% | +27.6% | -24.0% | -5.8% |
| All | +3.6% | +26.4% | -22.8% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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