+26.0%
QCOM vs INFQ
-9.1%
+35.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.5% |
| 7D | +4.9% | +2.4% | +2.6% | +4.6% |
| 30D | +9.3% | +9.6% | -0.3% | +7.7% |
| 3M | -7.0% | -4.6% | -2.4% | -8.0% |
| 6M | +32.0% | +6.7% | +25.4% | +27.5% |
| All | +26.0% | -9.1% | +35.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 10y: compounded portfolio wealth divided by compounded INFQ 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…
10y analysis · Full analysis span regression · 6 months rolling