+48.4%
QCOM vs BTI
+149.4%
-101.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.5% |
| 7D | +4.3% | +1.6% | +2.6% | +4.5% |
| 30D | -0.1% | +9.2% | -9.3% | +0.9% |
| 3M | +5.2% | +9.6% | -4.4% | +6.5% |
| 6M | -18.4% | -2.4% | -15.9% | -17.5% |
| YTD | +2.4% | +14.2% | -11.8% | +3.5% |
| 1Y | +0.9% | +20.3% | -19.4% | +2.1% |
| 3Y | +48.4% | +147.4% | -99.0% | +49.7% |
| All | +48.4% | +149.4% | -101.0% | +49.7% |
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