-2.5%
QCOM vs PWR
+19.4%
-21.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.3% | -0.7% | +3.4% |
| 7D | +0.4% | -12.9% | +13.2% | +4.0% |
| 30D | -6.6% | -22.8% | +16.2% | +0.8% |
| 3M | +3.7% | -19.0% | +22.7% | +9.5% |
| 6M | -13.3% | -31.1% | +17.8% | -1.4% |
| YTD | -1.8% | +28.2% | -30.0% | +1.5% |
| 1Y | -2.5% | +22.2% | -24.7% | +2.1% |
| All | -2.5% | +19.4% | -21.9% | +2.1% |
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