+50,186.6%
QCOM vs FISV
+4,566.3%
+45,620.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +3.3% | -0.3% | +3.7% | +3.5% |
| 30D | +7.7% | -2.1% | +9.8% | +8.3% |
| 3M | -30.1% | -5.7% | -24.3% | -29.5% |
| 6M | +22.8% | -15.3% | +38.2% | +27.4% |
| YTD | +0.2% | -21.1% | +21.3% | +6.8% |
| 1Y | +7.9% | -61.1% | +68.9% | +44.3% |
| 3Y | +55.8% | -56.8% | +112.7% | +90.3% |
| 5Y | +30.1% | -54.2% | +84.2% | +53.4% |
| 10Y | +248.9% | +1.6% | +247.3% | +181.6% |
| All | +50,186.6% | +4,566.3% | +45,620.3% | +12,644.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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