+242.6%
QCOM vs TRU
+183.1%
+59.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.8% | -2.7% |
| 7D | +4.3% | 0.0% | +4.2% | +4.3% |
| 30D | -0.1% | +21.3% | -21.4% | -8.8% |
| 3M | +5.2% | +0.2% | +5.0% | +3.7% |
| 6M | -18.4% | +22.4% | -40.7% | -27.8% |
| YTD | +2.4% | -4.8% | +7.2% | 0.0% |
| 1Y | +0.9% | -0.2% | +1.1% | -3.9% |
| 3Y | +48.4% | +57.9% | -9.5% | +7.3% |
| 5Y | +16.6% | -26.1% | +42.7% | +19.1% |
| All | +242.6% | +183.1% | +59.5% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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