+11.2%
QCOM vs PAAS
+71.7%
-60.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.1% | +5.2% |
| 7D | +0.4% | +8.4% | -8.0% | -1.3% |
| 30D | -6.6% | -7.2% | +0.6% | -5.2% |
| 3M | +3.7% | -14.0% | +17.7% | +6.4% |
| 6M | -13.3% | -26.8% | +13.4% | -8.4% |
| YTD | -1.8% | -19.8% | +18.0% | +1.0% |
| 1Y | -2.5% | +22.8% | -25.4% | -7.6% |
| 3Y | +47.0% | +183.6% | -136.7% | +15.4% |
| All | +11.2% | +71.7% | -60.5% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling