+263.7%
QCOM vs TRGP
+843.4%
-579.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +2.8% |
| 7D | +5.1% | -0.6% | +5.7% | +5.2% |
| 30D | +4.3% | +14.6% | -10.3% | +0.8% |
| 3M | -19.6% | +11.9% | -31.6% | -22.2% |
| 6M | +29.5% | +25.3% | +4.2% | +21.7% |
| YTD | +3.4% | +61.9% | -58.5% | -8.9% |
| 1Y | +10.9% | +87.3% | -76.4% | -5.9% |
| 3Y | +74.8% | +268.0% | -193.2% | +26.2% |
| 5Y | +36.2% | +638.2% | -602.0% | -15.9% |
| 10Y | +263.7% | +821.9% | -558.2% | +88.9% |
| All | +263.7% | +843.4% | -579.7% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling