+49.8%
QCOM vs RGTI
+53.1%
-3.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +4.9% | -0.1% | +5.1% | +4.9% |
| 30D | +9.3% | -16.2% | +25.5% | +10.8% |
| 3M | -7.0% | -22.0% | +15.1% | -5.4% |
| 6M | +32.0% | -10.8% | +42.8% | +32.3% |
| YTD | +5.0% | -31.6% | +36.6% | +6.8% |
| 1Y | +13.6% | -6.4% | +20.0% | +11.6% |
| 3Y | +77.6% | +665.7% | -588.1% | +29.6% |
| 5Y | +38.2% | +55.6% | -17.4% | +17.6% |
| All | +49.8% | +53.1% | -3.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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