+43.4%
SMH vs QCOM
-0.4%
+43.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.3% | -8.1% | -4.9% |
| 7D | -11.2% | -5.3% | -5.8% | -9.2% |
| 30D | -20.4% | -4.2% | -16.2% | -19.1% |
| 3M | -12.4% | +7.0% | -19.5% | -15.4% |
| 6M | -0.5% | +3.8% | -4.3% | -2.9% |
| YTD | +40.0% | +2.8% | +37.2% | +35.2% |
| 1Y | +43.4% | +2.3% | +41.1% | +39.3% |
| All | +43.4% | -0.4% | +43.8% | +39.3% |
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