-14.9%
SMCI vs QCOM
+13.8%
-28.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.2% |
| 7D | -1.3% | +4.9% | -6.2% | -4.3% |
| 30D | +18.3% | +9.3% | +9.0% | +11.8% |
| 3M | +27.7% | -7.0% | +34.7% | +32.7% |
| 6M | +17.6% | +32.0% | -14.4% | -6.3% |
| YTD | +27.7% | +5.0% | +22.7% | +17.2% |
| 1Y | -14.9% | +13.6% | -28.5% | -23.9% |
| All | -14.9% | +13.8% | -28.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QCOM.
Daily Out/Under-Performance
Portfolio return minus QCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QCOM 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 QCOM 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