+50,186.6%
QCOM vs TRV
+5,362.4%
+44,824.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.7% |
| 7D | +3.3% | -0.1% | +3.5% | +3.4% |
| 30D | +7.7% | -3.4% | +11.1% | +9.2% |
| 3M | -30.1% | +26.4% | -56.5% | -37.5% |
| 6M | +22.8% | +19.3% | +3.5% | +12.3% |
| YTD | +0.2% | +28.3% | -28.1% | -11.5% |
| 1Y | +7.9% | +34.3% | -26.4% | -6.8% |
| 3Y | +55.8% | +140.1% | -84.3% | +1.4% |
| 5Y | +30.1% | +155.7% | -125.7% | -18.9% |
| 10Y | +248.9% | +285.5% | -36.7% | +73.8% |
| All | +50,186.6% | +5,362.4% | +44,824.2% | +5,022.2% |
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