+54.3%
QCOM vs OPEN
-17.1%
+71.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +3.3% | -4.3% | +7.6% | +3.7% |
| 30D | +7.7% | -16.2% | +23.9% | +9.1% |
| 3M | -30.1% | -36.4% | +6.3% | -27.8% |
| 6M | +22.8% | -35.5% | +58.3% | +26.1% |
| YTD | +0.2% | -46.0% | +46.2% | +3.9% |
| 1Y | +7.9% | -47.1% | +55.0% | +8.8% |
| All | +54.3% | -17.1% | +71.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling