+69.0%
QCOM vs PSA
+27.0%
+42.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +3.3% | -3.7% | +7.0% | +4.6% |
| 30D | +7.7% | -7.7% | +15.4% | +10.5% |
| 3M | -30.1% | -0.6% | -29.5% | -30.5% |
| 6M | +22.8% | -0.9% | +23.8% | +22.0% |
| YTD | +0.2% | +18.7% | -18.5% | -6.9% |
| 1Y | +7.9% | +7.6% | +0.2% | +3.6% |
| All | +69.0% | +27.0% | +42.0% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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