-25.0%
QCOM vs SOLS
-15.3%
-9.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +0.8% |
| 7D | +2.0% | +16.4% | -14.4% | -2.2% |
| 30D | +1.2% | +10.6% | -9.4% | -1.9% |
| 3M | +9.1% | +10.0% | -0.9% | +5.7% |
| 6M | -25.0% | -21.2% | -3.8% | -21.7% |
| All | -25.0% | -15.3% | -9.7% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 6mo: compounded portfolio wealth divided by compounded SOLS 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…
6mo analysis · Full analysis span regression · 6 months rolling