+19.7%
QCOM vs GEN
+31.4%
-11.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.3% |
| 7D | +13.0% | -3.0% | +16.0% | +14.0% |
| 30D | +0.2% | +24.7% | -24.5% | -7.6% |
| 3M | +9.2% | +4.1% | +5.1% | +6.5% |
| 6M | -15.0% | +36.0% | -51.0% | -26.4% |
| YTD | +5.2% | +10.9% | -5.7% | -1.7% |
| 1Y | +2.4% | +12.2% | -9.8% | -4.8% |
| 3Y | +52.0% | +63.3% | -11.3% | +21.1% |
| 5Y | +19.7% | +29.0% | -9.3% | -0.8% |
| All | +19.7% | +31.4% | -11.6% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling