+10.9%
QCOM vs WU
-11.3%
+22.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.7% | +3.5% |
| 7D | +5.1% | -0.8% | +5.9% | +5.1% |
| 30D | +4.3% | -1.1% | +5.4% | +4.4% |
| 3M | -19.6% | -1.8% | -17.8% | -19.9% |
| 6M | +29.5% | -23.9% | +53.4% | +30.7% |
| YTD | +3.4% | -20.4% | +23.8% | +3.8% |
| 1Y | +10.9% | -10.6% | +21.5% | +10.1% |
| All | +10.9% | -11.3% | +22.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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