+19.7%
QCOM vs IAU
+106.1%
-86.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.2% |
| 7D | +13.0% | -5.5% | +18.5% | +15.0% |
| 30D | +0.2% | -7.0% | +7.1% | +2.5% |
| 3M | +9.2% | -12.3% | +21.5% | +13.7% |
| 6M | -15.0% | -17.9% | +2.9% | -10.2% |
| YTD | +5.2% | -10.3% | +15.5% | +8.2% |
| 1Y | +2.4% | -7.9% | +10.3% | +4.5% |
| 3Y | +52.0% | +98.7% | -46.7% | +25.2% |
| 5Y | +19.7% | +105.0% | -85.3% | -5.6% |
| All | +19.7% | +106.1% | -86.4% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 5y: compounded portfolio wealth divided by compounded IAU 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…
5y analysis · Full analysis span regression · 6 months rolling