+50,186.6%
QCOM vs EQT
+3,033.7%
+47,153.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +3.3% | +1.1% | +2.2% | +3.0% |
| 30D | +7.7% | +7.7% | 0.0% | +5.8% |
| 3M | -30.1% | +0.2% | -30.2% | -30.3% |
| 6M | +22.8% | -9.5% | +32.3% | +24.9% |
| YTD | +0.2% | +3.8% | -3.6% | -1.8% |
| 1Y | +7.9% | +7.8% | +0.1% | +4.6% |
| 3Y | +55.8% | +30.1% | +25.7% | +40.8% |
| 5Y | +30.1% | +188.6% | -158.5% | -7.4% |
| 10Y | +248.9% | +54.6% | +194.3% | +151.5% |
| All | +50,186.6% | +3,033.7% | +47,153.0% | +14,382.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling