+51,000.2%
QCOM vs TRV
+5,764.7%
+45,235.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +5.8% | -0.9% | +6.7% | +6.2% |
| 30D | -2.3% | +7.2% | -9.5% | -5.2% |
| 3M | +2.7% | +3.2% | -0.5% | +1.1% |
| 6M | -21.0% | +33.6% | -54.6% | -31.2% |
| YTD | +1.8% | +37.8% | -36.0% | -12.9% |
| 1Y | +2.4% | +43.4% | -41.0% | -13.9% |
| 3Y | +52.1% | +146.7% | -94.5% | -1.8% |
| 5Y | +14.6% | +176.1% | -161.5% | -30.8% |
| 10Y | +230.9% | +357.4% | -126.5% | +53.1% |
| All | +51,000.2% | +5,764.7% | +45,235.5% | +4,942.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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