+12.0%
QCOM vs INDA
-7.1%
+19.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +4.6% |
| 7D | +5.1% | -1.0% | +6.0% | +5.9% |
| 30D | +4.3% | -2.5% | +6.8% | +6.6% |
| 3M | -19.6% | +4.0% | -23.6% | -22.1% |
| 6M | +29.5% | -1.8% | +31.3% | +31.3% |
| YTD | +3.4% | -9.2% | +12.5% | +10.3% |
| All | +12.0% | -7.1% | +19.1% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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