+47.0%
QCOM vs OPEN
-35.5%
+82.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.8% | +27.3% | +7.3% |
| 7D | +0.4% | -22.2% | +22.6% | +2.1% |
| 30D | -6.6% | -38.3% | +31.7% | -3.3% |
| 3M | +3.7% | -59.4% | +63.1% | +10.8% |
| 6M | -13.3% | -74.4% | +61.0% | -4.5% |
| YTD | -1.8% | -76.0% | +74.2% | +8.2% |
| 1Y | -2.5% | -78.7% | +76.1% | +7.7% |
| 3Y | +47.0% | -30.0% | +77.0% | +31.6% |
| All | +47.0% | -35.5% | +82.5% | +31.6% |
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