+2.0%
QCOM vs SIMO
+80.3%
-78.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.7% | -2.0% | +2.4% |
| 7D | +5.8% | -8.5% | +14.3% | +7.4% |
| 30D | -2.3% | -34.8% | +32.5% | +6.0% |
| 3M | +2.7% | -32.8% | +35.5% | +9.2% |
| 6M | -21.0% | -32.0% | +11.0% | -15.9% |
| YTD | +1.8% | +87.0% | -85.2% | -9.8% |
| All | +2.0% | +80.3% | -78.3% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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