+47.0%
QCOM vs HRB
+36.2%
+10.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.2% | +9.7% | +5.6% |
| 7D | +0.4% | +2.7% | -2.3% | +0.3% |
| 30D | -6.6% | +22.1% | -28.7% | -7.4% |
| 3M | +3.7% | +15.7% | -12.0% | +2.9% |
| 6M | -13.3% | +83.3% | -96.7% | -18.1% |
| YTD | -1.8% | +25.0% | -26.8% | -2.5% |
| 1Y | -2.5% | +6.9% | -9.5% | -1.2% |
| 3Y | +47.0% | +39.0% | +7.9% | +35.1% |
| All | +47.0% | +36.2% | +10.7% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling