+1.8%
QCOM vs SPMO
+8.6%
-6.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.4% |
| 7D | +5.5% | -2.6% | +8.2% | +8.8% |
| 30D | -1.1% | -14.2% | +13.1% | +17.3% |
| 3M | +7.6% | -12.7% | +20.3% | +24.9% |
| 6M | -20.1% | -9.6% | -10.5% | -9.7% |
| YTD | +3.0% | +9.3% | -6.3% | +1.1% |
| All | +1.8% | +8.6% | -6.8% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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