+21.1%
QCOM vs BUD
+51.3%
-30.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.9% |
| 7D | +5.5% | +6.0% | -0.5% | +3.6% |
| 30D | -1.1% | +11.3% | -12.4% | -4.8% |
| 3M | +7.6% | +3.6% | +4.0% | +5.9% |
| 6M | -20.1% | +7.7% | -27.8% | -23.1% |
| YTD | +3.0% | +36.4% | -33.3% | -9.8% |
| 1Y | +3.2% | +37.8% | -34.6% | -10.0% |
| 3Y | +48.9% | +51.2% | -2.4% | +22.8% |
| 5Y | +21.1% | +53.4% | -32.3% | -1.0% |
| All | +21.1% | +51.3% | -30.2% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling