+281.8%
QCOM vs UUUU
+524.5%
-242.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +4.4% | +1.8% | +2.5% | +4.1% |
| 30D | +9.4% | +1.8% | +7.5% | +8.8% |
| 3M | -13.7% | +1.3% | -14.9% | -14.1% |
| 6M | +28.9% | -26.8% | +55.7% | +33.5% |
| YTD | +4.7% | +0.1% | +4.7% | +1.6% |
| 1Y | +13.5% | +11.2% | +2.3% | +5.3% |
| 3Y | +77.1% | +97.7% | -20.6% | +41.1% |
| 5Y | +38.9% | +127.3% | -88.4% | +3.4% |
| 10Y | +281.8% | +532.6% | -250.8% | +117.6% |
| All | +281.8% | +524.5% | -242.7% | +117.6% |
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