+50,186.6%
QCOM vs SWK
+1,244.8%
+48,941.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +3.3% | -0.4% | +3.8% | +3.5% |
| 30D | +7.7% | -5.7% | +13.4% | +10.4% |
| 3M | -30.1% | +24.1% | -54.1% | -36.4% |
| 6M | +22.8% | +24.7% | -1.9% | +11.2% |
| YTD | +0.2% | +33.9% | -33.8% | -12.4% |
| 1Y | +7.9% | +34.7% | -26.8% | -6.3% |
| 3Y | +55.8% | +15.3% | +40.6% | +38.7% |
| 5Y | +30.1% | -39.3% | +69.4% | +47.2% |
| 10Y | +248.9% | +2.5% | +246.4% | +199.0% |
| All | +50,186.6% | +1,244.8% | +48,941.8% | +15,360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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