+143.3%
DELL vs QCOM
-0.4%
+143.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.3% | -14.2% | -11.2% |
| 7D | -24.6% | -5.3% | -19.2% | -22.7% |
| 30D | -32.5% | -4.2% | -28.3% | -31.0% |
| 3M | -20.2% | +7.0% | -27.2% | -22.2% |
| 6M | +76.5% | +3.8% | +72.7% | +70.9% |
| YTD | +198.9% | +2.8% | +196.1% | +191.7% |
| 1Y | +143.3% | +2.3% | +141.0% | +138.7% |
| All | +143.3% | -0.4% | +143.7% | +138.7% |
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