+251.9%
QCOM vs PAAS
+207.5%
+44.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.9% |
| 7D | +13.0% | -7.0% | +20.1% | +14.2% |
| 30D | +0.2% | -15.3% | +15.5% | +2.6% |
| 3M | +9.2% | -27.7% | +37.0% | +14.2% |
| 6M | -15.0% | -40.5% | +25.5% | -8.9% |
| YTD | +5.2% | -26.5% | +31.7% | +8.8% |
| 1Y | +2.4% | -0.8% | +3.1% | +1.6% |
| 3Y | +52.0% | +196.9% | -145.0% | +29.2% |
| 5Y | +19.7% | +49.2% | -29.4% | +7.1% |
| All | +251.9% | +207.5% | +44.4% | +193.5% |
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