+251.9%
QCOM vs HRB
+226.2%
+25.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +13.0% | -7.8% | +20.8% | +14.8% |
| 30D | +0.2% | +15.7% | -15.6% | -3.4% |
| 3M | +9.2% | -5.5% | +14.7% | +9.9% |
| 6M | -15.0% | +41.1% | -56.1% | -23.0% |
| YTD | +5.2% | +20.4% | -15.2% | -1.8% |
| 1Y | +2.4% | +15.2% | -12.9% | -3.5% |
| 3Y | +52.0% | +24.3% | +27.6% | +36.7% |
| 5Y | +19.7% | +144.7% | -125.0% | -12.9% |
| All | +251.9% | +226.2% | +25.7% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling