+17,428.9%
QCOM vs SUI
+4,142.3%
+13,286.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.2% | +0.2% | +3.5% |
| 7D | -5.3% | +10.0% | -15.4% | -8.6% |
| 30D | -4.2% | +8.4% | -12.6% | -7.2% |
| 3M | +7.0% | +0.7% | +6.4% | +6.4% |
| 6M | +3.8% | -0.9% | +4.7% | +3.1% |
| YTD | +2.8% | +0.6% | +2.2% | +1.5% |
| 1Y | +2.3% | +0.8% | +1.5% | +0.9% |
| 3Y | +54.4% | +15.5% | +38.9% | +40.8% |
| 5Y | +23.7% | -25.9% | +49.5% | +32.2% |
| 10Y | +240.0% | +119.5% | +120.4% | +137.0% |
| All | +17,428.9% | +4,142.3% | +13,286.5% | +5,915.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling