+11.2%
QCOM vs GEN
+32.5%
-21.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.2% | +6.4% |
| 7D | +0.4% | +2.3% | -1.9% | -0.4% |
| 30D | -6.6% | +33.1% | -39.7% | -15.7% |
| 3M | +3.7% | +6.5% | -2.8% | +0.3% |
| 6M | -13.3% | +53.8% | -67.1% | -28.5% |
| YTD | -1.8% | +11.2% | -13.0% | -8.3% |
| 1Y | -2.5% | +19.4% | -21.9% | -11.6% |
| 3Y | +47.0% | +81.0% | -34.1% | +12.5% |
| All | +11.2% | +32.5% | -21.3% | -7.0% |
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 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