+242.6%
QCOM vs UUUU
+370.7%
-128.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | +4.3% | -1.1% | +5.3% | +4.3% |
| 30D | -0.1% | -21.0% | +20.9% | +3.7% |
| 3M | +5.2% | -54.8% | +60.0% | +18.6% |
| 6M | -18.4% | -67.3% | +49.0% | -3.5% |
| YTD | +2.4% | -54.7% | +57.1% | +12.1% |
| 1Y | +0.9% | -57.4% | +58.3% | +10.9% |
| 3Y | +48.4% | -19.6% | +68.0% | +35.7% |
| 5Y | +16.6% | -40.0% | +56.6% | +5.5% |
| All | +242.6% | +370.7% | -128.1% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling