+242.8%
QCOM vs HRB
+252.0%
-9.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +5.5% | -4.0% | +9.6% | +6.4% |
| 30D | -1.1% | +15.8% | -16.9% | -4.6% |
| 3M | +7.6% | +12.0% | -4.4% | +3.9% |
| 6M | -20.1% | +40.7% | -60.8% | -27.6% |
| YTD | +3.0% | +21.0% | -17.9% | -3.9% |
| 1Y | +3.2% | +11.7% | -8.4% | -1.8% |
| 3Y | +48.9% | +25.0% | +23.9% | +33.8% |
| 5Y | +21.1% | +141.0% | -120.0% | -11.4% |
| 10Y | +242.8% | +241.3% | +1.5% | +114.1% |
| All | +242.8% | +252.0% | -9.2% | +114.1% |
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