+435.9%
QCOM vs GRMN
+6,655.2%
-6,219.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.3% | -2.9% | +6.2% | +4.3% |
| 30D | +7.7% | -8.4% | +16.1% | +10.7% |
| 3M | -30.1% | +15.0% | -45.1% | -33.7% |
| 6M | +22.8% | +11.2% | +11.6% | +17.4% |
| YTD | +0.2% | +37.7% | -37.5% | -10.7% |
| 1Y | +7.9% | +18.5% | -10.6% | +0.7% |
| 3Y | +55.8% | +175.8% | -120.0% | +8.7% |
| 5Y | +30.1% | +75.1% | -45.0% | +4.2% |
| 10Y | +248.9% | +637.0% | -388.1% | +87.6% |
| All | +435.9% | +6,655.2% | -6,219.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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