+49,194.2%
QCOM vs GEN
+1,648.9%
+47,545.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.2% | +6.3% |
| 7D | +0.4% | +2.3% | -1.9% | -0.3% |
| 30D | -6.6% | +33.1% | -39.7% | -14.2% |
| 3M | +3.7% | +6.5% | -2.8% | +0.7% |
| 6M | -13.3% | +53.8% | -67.1% | -24.7% |
| YTD | -1.8% | +11.2% | -13.0% | -7.0% |
| 1Y | -2.5% | +19.4% | -21.9% | -9.6% |
| 3Y | +47.0% | +81.0% | -34.1% | +20.4% |
| 5Y | +13.1% | +33.4% | -20.3% | -0.7% |
| 10Y | +224.7% | +164.3% | +60.4% | +120.6% |
| All | +49,194.2% | +1,648.9% | +47,545.3% | +15,862.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling