+16,978.5%
QCOM vs SUI
+4,037.5%
+12,941.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +3.3% | -2.8% | +6.2% | +4.4% |
| 30D | +7.7% | -1.2% | +8.9% | +8.1% |
| 3M | -30.1% | -1.7% | -28.3% | -30.2% |
| 6M | +22.8% | -10.5% | +33.3% | +27.1% |
| YTD | +0.2% | -1.8% | +2.0% | +0.2% |
| 1Y | +7.9% | -4.1% | +11.9% | +8.5% |
| 3Y | +55.8% | +11.3% | +44.6% | +44.4% |
| 5Y | +30.1% | -32.1% | +62.2% | +43.9% |
| 10Y | +248.9% | +110.4% | +138.4% | +147.5% |
| All | +16,978.5% | +4,037.5% | +12,941.0% | +5,835.7% |
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 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