+49,194.2%
QCOM vs GIS
+662.9%
+48,531.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +6.2% |
| 7D | +0.4% | +3.6% | -3.2% | -0.7% |
| 30D | -6.6% | +13.9% | -20.5% | -10.3% |
| 3M | +3.7% | +0.3% | +3.4% | +2.8% |
| 6M | -13.3% | +5.0% | -18.3% | -16.0% |
| YTD | -1.8% | -18.4% | +16.6% | +2.0% |
| 1Y | -2.5% | -17.4% | +14.9% | +0.7% |
| 3Y | +47.0% | -36.9% | +83.9% | +61.2% |
| 5Y | +13.1% | -30.4% | +43.5% | +17.7% |
| 10Y | +224.7% | -13.6% | +238.3% | +200.2% |
| All | +49,194.2% | +662.9% | +48,531.4% | +20,071.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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