+30.9%
QCOM vs MUB
+2.2%
+28.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.3% | -0.9% | +4.2% | +4.7% |
| 30D | +7.7% | -1.4% | +9.1% | +10.1% |
| 3M | -30.1% | -2.2% | -27.9% | -27.6% |
| 6M | +22.8% | -1.9% | +24.7% | +26.7% |
| YTD | +0.2% | -0.8% | +1.0% | +1.9% |
| 1Y | +7.9% | +2.7% | +5.1% | +4.7% |
| 3Y | +55.8% | +8.6% | +47.2% | +36.1% |
| All | +30.9% | +2.2% | +28.7% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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