+4.8%
QCOM vs SOLS
+21.0%
-16.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.7% | -6.1% | +1.4% |
| 7D | +5.8% | +8.0% | -2.2% | +3.7% |
| 30D | -2.3% | +3.7% | -6.0% | -3.3% |
| 3M | +2.7% | +4.6% | -1.8% | +1.2% |
| 6M | -21.0% | -18.5% | -2.5% | -18.4% |
| YTD | +1.8% | +31.4% | -29.6% | -0.2% |
| 1Y | +2.4% | +34.5% | -32.0% | 0.0% |
| All | +4.8% | +21.0% | -16.3% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling