+41.6%
SMH vs QCOM
-0.3%
+41.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.3% | -1.8% |
| 7D | +4.9% | +4.3% | +0.6% | +3.1% |
| 30D | -13.8% | -0.1% | -13.7% | -13.6% |
| 3M | -17.4% | +5.2% | -22.6% | -19.4% |
| 6M | -15.0% | -18.4% | +3.4% | -8.8% |
| YTD | +35.2% | +2.4% | +32.8% | +31.0% |
| 1Y | +41.6% | +0.9% | +40.7% | +38.8% |
| All | +41.6% | -0.3% | +41.9% | +38.8% |
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