+39.3%
QCOM vs SUI
+16.8%
+22.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.7% | -10.2% | -9.5% |
| 7D | -15.5% | +8.8% | -24.2% | -15.9% |
| 30D | -13.4% | +8.9% | -22.3% | -14.0% |
| 3M | 0.0% | +2.0% | -2.0% | -0.2% |
| 6M | -15.2% | -0.6% | -14.6% | -15.1% |
| YTD | -6.9% | +1.3% | -8.3% | -7.0% |
| 1Y | -11.0% | +1.3% | -12.2% | -11.0% |
| All | +39.3% | +16.8% | +22.4% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling