-2.5%
QCOM vs GEN
+17.5%
-20.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.2% | +5.9% |
| 7D | +0.4% | +2.3% | -1.9% | +0.1% |
| 30D | -6.6% | +33.1% | -39.7% | -11.0% |
| 3M | +3.7% | +6.5% | -2.8% | +2.4% |
| 6M | -13.3% | +53.8% | -67.1% | -25.3% |
| YTD | -1.8% | +11.2% | -13.0% | -6.9% |
| 1Y | -2.5% | +19.4% | -21.9% | -10.3% |
| All | -2.5% | +17.5% | -20.0% | -10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling