+254.0%
QCOM vs GEN
+158.5%
+95.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.7% |
| 7D | +3.3% | -1.2% | +4.5% | +3.7% |
| 30D | +7.7% | +10.1% | -2.4% | +4.6% |
| 3M | -30.1% | +16.1% | -46.1% | -33.4% |
| 6M | +22.8% | +38.9% | -16.0% | +9.8% |
| YTD | +0.2% | +14.4% | -14.2% | -5.2% |
| 1Y | +7.9% | +5.9% | +2.0% | +4.4% |
| 3Y | +55.8% | +58.8% | -3.0% | +33.2% |
| 5Y | +30.1% | +24.7% | +5.4% | +16.2% |
| All | +254.0% | +158.5% | +95.5% | +147.2% |
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