+2.3%
QCOM vs ROIV
+97.8%
-95.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.1% | -0.7% | +4.6% |
| 7D | -5.3% | +3.0% | -8.4% | -5.7% |
| 30D | -4.2% | +6.8% | -11.1% | -5.0% |
| 3M | +7.0% | +10.5% | -3.5% | +5.1% |
| 6M | +3.8% | +34.8% | -31.0% | -0.4% |
| YTD | +2.8% | +76.2% | -73.3% | -2.2% |
| 1Y | +2.3% | +92.4% | -90.1% | -2.7% |
| All | +2.3% | +97.8% | -95.5% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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