+13.6%
QCOM vs FRSH
-10.8%
+24.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +4.9% | -11.2% | +16.1% | +5.1% |
| 30D | +9.3% | -0.8% | +10.2% | +9.3% |
| 3M | -7.0% | +26.4% | -33.4% | -7.2% |
| 6M | +32.0% | +48.4% | -16.3% | +26.5% |
| YTD | +5.0% | -3.1% | +8.1% | +13.7% |
| 1Y | +13.6% | -8.7% | +22.3% | +22.2% |
| All | +13.6% | -10.8% | +24.3% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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