+14.1%
QCOM vs TECH
-41.0%
+55.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | +4.3% | +0.1% | +4.1% | +4.2% |
| 30D | -0.1% | +0.5% | -0.6% | -0.3% |
| 3M | +5.2% | +1.1% | +4.1% | +4.8% |
| 6M | -18.4% | +62.8% | -81.2% | -32.8% |
| YTD | +2.4% | +24.5% | -22.1% | -8.4% |
| 1Y | +0.9% | +20.6% | -19.8% | -8.8% |
| 3Y | +48.4% | +29.5% | +18.9% | +20.7% |
| All | +14.1% | -41.0% | +55.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling