+50,186.6%
QCOM vs GEN
+1,699.4%
+48,487.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.7% |
| 3M | -30.1% | +16.1% | -46.1% | -33.3% |
| 6M | +22.8% | +38.9% | -16.0% | +10.7% |
| YTD | +0.2% | +14.4% | -14.2% | -4.8% |
| 1Y | +7.9% | +5.9% | +2.0% | +4.6% |
| 3Y | +55.8% | +58.8% | -3.0% | +33.8% |
| 5Y | +30.1% | +24.7% | +5.4% | +17.5% |
| 10Y | +248.9% | +163.1% | +85.8% | +139.6% |
| All | +50,186.6% | +1,699.4% | +48,487.2% | +16,236.4% |
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