+263.7%
QCOM vs BTI
+67.8%
+196.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.3% |
| 7D | +5.1% | -1.4% | +6.4% | +5.5% |
| 30D | +4.3% | -7.0% | +11.3% | +6.5% |
| 3M | -19.6% | -6.3% | -13.3% | -18.6% |
| 6M | +29.5% | -2.0% | +31.4% | +28.3% |
| YTD | +3.4% | +0.2% | +3.2% | +1.3% |
| 1Y | +10.9% | +3.8% | +7.1% | +7.2% |
| 3Y | +74.8% | +112.1% | -37.3% | +26.7% |
| 5Y | +36.2% | +113.6% | -77.4% | -2.6% |
| 10Y | +263.7% | +69.6% | +194.1% | +171.6% |
| All | +263.7% | +67.8% | +196.0% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling