+2.0%
QCOM vs INDA
-4.7%
+6.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.6% | +2.7% |
| 7D | +5.8% | +6.1% | -0.3% | +0.4% |
| 30D | -2.3% | +11.7% | -14.0% | -11.6% |
| 3M | +2.7% | +2.1% | +0.6% | +0.8% |
| 6M | -21.0% | +3.2% | -24.2% | -23.6% |
| YTD | +1.8% | -4.9% | +6.7% | +2.6% |
| All | +2.0% | -4.7% | +6.7% | +2.4% |
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