+7.9%
QCOM vs PWR
+66.5%
-58.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | +3.3% | +3.6% | -0.3% | +1.9% |
| 30D | +7.7% | -8.6% | +16.3% | +11.1% |
| 3M | -30.1% | -13.2% | -16.9% | -25.2% |
| 6M | +22.8% | +9.9% | +12.9% | +23.1% |
| YTD | +0.2% | +48.0% | -47.8% | -6.4% |
| 1Y | +7.9% | +66.2% | -58.3% | -1.6% |
| All | +7.9% | +66.5% | -58.7% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling