+52,520.1%
QCOM vs TRV
+5,827.9%
+46,692.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +2.0% | -2.4% | +4.3% | +3.0% |
| 30D | +1.2% | +7.5% | -6.2% | -1.9% |
| 3M | +9.1% | +6.7% | +2.4% | +5.9% |
| 6M | -25.0% | +35.5% | -60.4% | -35.0% |
| YTD | +4.8% | +39.3% | -34.4% | -10.7% |
| 1Y | +3.6% | +41.8% | -38.2% | -12.5% |
| 3Y | +51.5% | +147.3% | -95.8% | -2.4% |
| 5Y | +19.7% | +178.3% | -158.6% | -27.9% |
| 10Y | +245.8% | +348.3% | -102.5% | +61.5% |
| All | +52,520.1% | +5,827.9% | +46,692.2% | +5,068.3% |
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