+2.3%
QCOM vs URI
+33.3%
-31.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.4% | +9.7% | +6.2% |
| 7D | -5.3% | -4.3% | -1.0% | -4.5% |
| 30D | -4.2% | +4.6% | -8.8% | -5.1% |
| 3M | +7.0% | -2.1% | +9.2% | +7.3% |
| 6M | +3.8% | +21.9% | -18.1% | +1.6% |
| YTD | +2.8% | +39.7% | -36.9% | -5.4% |
| 1Y | +2.3% | +32.9% | -30.6% | -2.2% |
| All | +2.3% | +33.3% | -31.0% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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