+10.9%
QCOM vs EMR
+16.0%
-5.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.4% |
| 7D | +5.1% | +3.1% | +2.0% | +3.2% |
| 30D | +4.3% | -3.5% | +7.8% | +6.3% |
| 3M | -19.6% | +9.8% | -29.4% | -24.2% |
| 6M | +29.5% | +10.8% | +18.7% | +21.2% |
| YTD | +3.4% | +15.9% | -12.6% | -6.8% |
| 1Y | +10.9% | +16.4% | -5.5% | -1.6% |
| All | +10.9% | +16.0% | -5.1% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EMR 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling