+50,186.6%
QCOM vs TER
+10,897.0%
+39,289.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -2.0% |
| 7D | +3.3% | +0.6% | +2.7% | +3.0% |
| 30D | +7.7% | -8.3% | +16.0% | +10.4% |
| 3M | -30.1% | -12.2% | -17.8% | -28.6% |
| 6M | +22.8% | +17.1% | +5.8% | +9.7% |
| YTD | +0.2% | +84.7% | -84.5% | -26.0% |
| 1Y | +7.9% | +199.9% | -192.1% | -35.0% |
| 3Y | +55.8% | +232.8% | -176.9% | -12.6% |
| 5Y | +30.1% | +198.6% | -168.5% | -24.4% |
| 10Y | +248.9% | +1,669.7% | -1,420.9% | +4.2% |
| All | +50,186.6% | +10,897.0% | +39,289.7% | +6,467.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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