+9,112.8%
QCOM vs URI
+7,134.6%
+1,978.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | +3.3% | -2.0% | +5.3% | +3.8% |
| 30D | +7.7% | -12.9% | +20.6% | +11.5% |
| 3M | -30.1% | -6.7% | -23.3% | -28.9% |
| 6M | +22.8% | +19.0% | +3.8% | +16.1% |
| YTD | +0.2% | +25.5% | -25.3% | -7.2% |
| 1Y | +7.9% | +5.5% | +2.3% | +4.3% |
| 3Y | +55.8% | +111.3% | -55.5% | +25.6% |
| 5Y | +30.1% | +198.6% | -168.5% | -4.4% |
| 10Y | +248.9% | +1,179.9% | -931.0% | +73.4% |
| All | +9,112.8% | +7,134.6% | +1,978.2% | +1,931.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling