+36.2%
QCOM vs RVMD
+570.7%
-534.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +3.4% |
| 7D | +5.1% | -1.2% | +6.3% | +5.2% |
| 30D | +4.3% | +1.1% | +3.2% | +4.0% |
| 3M | -19.6% | +39.6% | -59.2% | -23.8% |
| 6M | +29.5% | +110.7% | -81.2% | +13.1% |
| YTD | +3.4% | +160.3% | -156.9% | -14.0% |
| 1Y | +10.9% | +404.9% | -394.0% | -18.6% |
| 3Y | +74.8% | +545.5% | -470.7% | +18.0% |
| 5Y | +36.2% | +584.7% | -548.5% | -17.7% |
| All | +36.2% | +570.7% | -534.5% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling