+54.3%
QCOM vs ROIV
+200.3%
-146.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | +3.3% | +0.6% | +2.7% | +3.2% |
| 30D | +7.7% | +1.0% | +6.7% | +7.4% |
| 3M | -30.1% | +18.3% | -48.3% | -32.5% |
| 6M | +22.8% | +18.3% | +4.5% | +17.8% |
| YTD | +0.2% | +61.0% | -60.8% | -10.5% |
| 1Y | +7.9% | +177.9% | -170.0% | -16.3% |
| All | +54.3% | +200.3% | -146.1% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling