+3.6%
QCOM vs EW
+25.3%
-21.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +1.3% |
| 7D | +2.0% | +6.5% | -4.5% | +0.5% |
| 30D | +1.2% | +22.5% | -21.3% | -2.8% |
| 3M | +9.1% | +13.0% | -3.8% | +6.6% |
| 6M | -25.0% | +37.1% | -62.1% | -31.2% |
| YTD | +4.8% | +24.1% | -19.3% | -0.2% |
| 1Y | +3.6% | +24.2% | -20.6% | -1.2% |
| All | +3.6% | +25.3% | -21.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling