+93.2%
SMH vs QCOM
+10.8%
+82.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -2.0% | -0.1% |
| 7D | +5.2% | +5.1% | +0.2% | +3.1% |
| 30D | -1.5% | +4.3% | -5.8% | -3.3% |
| 3M | -4.1% | -19.6% | +15.5% | +4.1% |
| 6M | +50.8% | +29.5% | +21.3% | +32.1% |
| YTD | +59.3% | +3.4% | +55.9% | +53.9% |
| All | +93.2% | +10.8% | +82.4% | +78.8% |
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