+25.6%
QCOM vs INFQ
-6.9%
+32.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.3% | +1.7% |
| 7D | +4.4% | +4.8% | -0.5% | +3.7% |
| 30D | +9.4% | +13.4% | -4.1% | +7.3% |
| 3M | -13.7% | -3.3% | -10.4% | -14.7% |
| 6M | +28.9% | +13.7% | +15.2% | +23.5% |
| All | +25.6% | -6.9% | +32.6% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling