+242.8%
QCOM vs PAAS
+168.2%
+74.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.8% | +7.0% | +2.1% |
| 7D | +5.5% | +4.2% | +1.4% | +4.9% |
| 30D | -1.1% | -13.8% | +12.7% | +1.0% |
| 3M | +7.6% | -22.7% | +30.3% | +11.3% |
| 6M | -20.1% | -32.1% | +12.0% | -15.9% |
| YTD | +3.0% | -22.3% | +25.3% | +5.7% |
| 1Y | +3.2% | +7.7% | -4.4% | +1.4% |
| 3Y | +48.9% | +214.0% | -165.2% | +25.7% |
| 5Y | +21.1% | +63.2% | -42.1% | +7.2% |
| 10Y | +242.8% | +185.5% | +57.3% | +188.4% |
| All | +242.8% | +168.2% | +74.5% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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