+10.9%
QCOM vs TE
+153.0%
-142.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.0% | -6.8% | +2.2% |
| 7D | +5.1% | +18.2% | -13.2% | +3.3% |
| 30D | +4.3% | -13.5% | +17.8% | +5.5% |
| 3M | -19.6% | -44.6% | +25.0% | -16.1% |
| 6M | +29.5% | -24.7% | +54.2% | +32.1% |
| YTD | +3.4% | -24.3% | +27.6% | +4.8% |
| 1Y | +10.9% | +155.6% | -144.6% | +7.0% |
| All | +10.9% | +153.0% | -142.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling