+346.9%
DELL vs QCOM
+12.3%
+334.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | -0.3% |
| 7D | +8.7% | +4.4% | +4.4% | +6.9% |
| 30D | +16.9% | +9.4% | +7.5% | +13.0% |
| 3M | +40.4% | -13.7% | +54.1% | +46.1% |
| 6M | +267.1% | +28.9% | +238.2% | +225.4% |
| YTD | +329.1% | +4.7% | +324.4% | +312.8% |
| 1Y | +346.9% | +13.5% | +333.4% | +333.5% |
| All | +346.9% | +12.3% | +334.6% | +333.5% |
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