+272.2%
QCOM vs EQT
+52.9%
+219.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +4.9% | -1.2% | +6.1% | +5.1% |
| 30D | +9.3% | +1.1% | +8.2% | +9.1% |
| 3M | -7.0% | +4.8% | -11.8% | -7.9% |
| 6M | +32.0% | -10.6% | +42.6% | +33.8% |
| YTD | +5.0% | +3.4% | +1.6% | +3.7% |
| 1Y | +13.6% | +8.7% | +4.9% | +11.1% |
| 3Y | +77.6% | +35.0% | +42.6% | +65.1% |
| 5Y | +38.2% | +204.2% | -166.0% | +12.0% |
| All | +272.2% | +52.9% | +219.3% | +185.1% |
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