+13.5%
QCOM vs HRB
-9.2%
+22.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.3% |
| 7D | +4.4% | -10.6% | +15.0% | +4.0% |
| 30D | +9.4% | -0.8% | +10.2% | +9.4% |
| 3M | -13.7% | +19.1% | -32.7% | -12.5% |
| 6M | +28.9% | +48.7% | -19.8% | +26.1% |
| YTD | +4.7% | +7.1% | -2.4% | +5.8% |
| 1Y | +13.5% | -8.3% | +21.8% | +14.8% |
| All | +13.5% | -9.2% | +22.7% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling