+127.3%
QCOM vs RVMD
+636.2%
-508.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | +4.4% | -0.7% | +5.1% | +4.5% |
| 30D | +9.4% | +0.3% | +9.0% | +9.2% |
| 3M | -13.7% | +38.9% | -52.5% | -18.1% |
| 6M | +28.9% | +108.1% | -79.2% | +12.9% |
| YTD | +4.7% | +160.7% | -156.0% | -12.7% |
| 1Y | +13.5% | +407.3% | -393.8% | -16.0% |
| 3Y | +77.1% | +546.6% | -469.5% | +20.8% |
| 5Y | +38.9% | +579.8% | -540.9% | -12.5% |
| All | +127.3% | +636.2% | -508.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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