+96.2%
SMH vs QCOM
+10.3%
+85.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +2.5% | +3.3% | -0.8% | +1.1% |
| 30D | -0.5% | +7.7% | -8.2% | -3.5% |
| 3M | -9.6% | -30.1% | +20.4% | +3.2% |
| 6M | +42.1% | +22.8% | +19.2% | +27.4% |
| YTD | +57.4% | +0.2% | +57.3% | +54.2% |
| 1Y | +96.2% | +7.9% | +88.4% | +85.6% |
| All | +96.2% | +10.3% | +85.9% | +85.6% |
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