+242.6%
QCOM vs SUI
+123.0%
+119.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -3.0% |
| 7D | +4.3% | -1.5% | +5.7% | +4.8% |
| 30D | -0.1% | +3.7% | -3.8% | -1.7% |
| 3M | +5.2% | -0.4% | +5.6% | +4.9% |
| 6M | -18.4% | -2.8% | -15.6% | -18.4% |
| YTD | +2.4% | -1.6% | +4.0% | +1.8% |
| 1Y | +0.9% | -2.1% | +2.9% | +0.5% |
| 3Y | +48.4% | +18.5% | +29.9% | +32.0% |
| 5Y | +16.6% | -26.5% | +43.1% | +26.2% |
| All | +242.6% | +123.0% | +119.7% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling