+74.8%
QCOM vs BTI
+113.6%
-38.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.1% |
| 7D | +5.1% | -1.4% | +6.4% | +5.0% |
| 30D | +4.3% | -7.0% | +11.3% | +3.7% |
| 3M | -19.6% | -6.3% | -13.3% | -19.9% |
| 6M | +29.5% | -2.0% | +31.4% | +28.6% |
| YTD | +3.4% | +0.2% | +3.2% | +2.8% |
| 1Y | +10.9% | +3.8% | +7.1% | +10.5% |
| 3Y | +74.8% | +112.1% | -37.3% | +65.9% |
| All | +74.8% | +113.6% | -38.9% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling