+13.6%
QCOM vs UUUU
+4.2%
+9.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +1.1% |
| 7D | +4.9% | -5.0% | +9.9% | +5.6% |
| 30D | +9.3% | -7.8% | +17.1% | +10.2% |
| 3M | -7.0% | -0.4% | -6.5% | -7.2% |
| 6M | +32.0% | -32.9% | +64.9% | +34.3% |
| YTD | +5.0% | -6.3% | +11.3% | +7.0% |
| 1Y | +13.6% | +7.9% | +5.7% | +14.7% |
| All | +13.6% | +4.2% | +9.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling