+14.1%
QCOM vs WU
-43.8%
+57.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -3.0% |
| 7D | +4.3% | -2.0% | +6.3% | +4.8% |
| 30D | -0.1% | +11.4% | -11.5% | -3.6% |
| 3M | +5.2% | -6.8% | +12.0% | +6.8% |
| 6M | -18.4% | -14.6% | -3.7% | -15.8% |
| YTD | +2.4% | -20.6% | +23.0% | +7.3% |
| 1Y | +0.9% | -15.4% | +16.3% | +3.4% |
| 3Y | +48.4% | -23.6% | +72.0% | +52.9% |
| All | +14.1% | -43.8% | +57.9% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling