+242.6%
QCOM vs EQT
+62.0%
+180.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.8% |
| 7D | +4.3% | +6.9% | -2.6% | +3.2% |
| 30D | -0.1% | +0.4% | -0.5% | -0.3% |
| 3M | +5.2% | -2.0% | +7.3% | +5.4% |
| 6M | -18.4% | -5.0% | -13.4% | -18.1% |
| YTD | +2.4% | -0.3% | +2.7% | +1.6% |
| 1Y | +0.9% | -11.3% | +12.2% | +2.0% |
| 3Y | +48.4% | +38.3% | +10.1% | +37.3% |
| 5Y | +16.6% | +166.4% | -149.8% | -3.5% |
| All | +242.6% | +62.0% | +180.6% | +163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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