+0.9%
QCOM vs U
+33.7%
-32.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.2% | -7.9% | -3.2% |
| 7D | +4.3% | +2.6% | +1.7% | +4.0% |
| 30D | -0.1% | +27.6% | -27.6% | -2.9% |
| 3M | +5.2% | +15.3% | -10.1% | +3.2% |
| 6M | -18.4% | +96.4% | -114.7% | -24.2% |
| YTD | +2.4% | +19.6% | -17.2% | -3.4% |
| 1Y | +0.9% | +42.1% | -41.2% | -8.3% |
| All | +0.9% | +33.7% | -32.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling