+16,063.6%
QCOM vs RMD
+36,837.6%
-20,774.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +3.3% | -5.0% | +8.3% | +4.5% |
| 30D | +7.7% | +2.2% | +5.5% | +7.0% |
| 3M | -30.1% | +17.8% | -47.9% | -33.0% |
| 6M | +22.8% | -11.3% | +34.2% | +25.2% |
| YTD | +0.2% | -4.4% | +4.6% | +0.1% |
| 1Y | +7.9% | -15.7% | +23.6% | +10.9% |
| 3Y | +55.8% | +47.7% | +8.1% | +38.9% |
| 5Y | +30.1% | -19.2% | +49.3% | +31.8% |
| 10Y | +248.9% | +280.4% | -31.5% | +152.4% |
| All | +16,063.6% | +36,837.6% | -20,774.1% | +7,515.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling