+74.8%
QCOM vs RGTI
+714.9%
-640.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.0% | -0.8% | +2.8% |
| 7D | +5.1% | +5.5% | -0.4% | +4.6% |
| 30D | +4.3% | -11.9% | +16.1% | +5.3% |
| 3M | -19.6% | -27.4% | +7.7% | -17.8% |
| 6M | +29.5% | -7.1% | +36.5% | +29.5% |
| YTD | +3.4% | -28.6% | +32.0% | +4.8% |
| 1Y | +10.9% | +4.4% | +6.5% | +8.7% |
| 3Y | +74.8% | +698.5% | -623.7% | +29.7% |
| All | +74.8% | +714.9% | -640.2% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling