+242.6%
QCOM vs GEN
+152.9%
+89.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.0% | -3.3% |
| 7D | +4.3% | +2.0% | +2.2% | +3.6% |
| 30D | -0.1% | +27.7% | -27.8% | -7.3% |
| 3M | +5.2% | +3.3% | +2.0% | +3.1% |
| 6M | -18.4% | +31.8% | -50.2% | -26.3% |
| YTD | +2.4% | +13.5% | -11.1% | -3.9% |
| 1Y | +0.9% | +16.0% | -15.1% | -6.0% |
| 3Y | +48.4% | +70.6% | -22.2% | +23.3% |
| 5Y | +16.6% | +32.1% | -15.5% | +1.8% |
| All | +242.6% | +152.9% | +89.7% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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