+230.9%
QCOM vs ACN
+159.3%
+71.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.0% | +4.8% |
| 7D | +5.8% | -2.5% | +8.3% | +6.9% |
| 30D | -2.3% | +22.6% | -24.9% | -12.6% |
| 3M | +2.7% | +45.9% | -43.2% | -17.4% |
| 6M | -21.0% | +43.8% | -64.8% | -38.8% |
| YTD | +1.8% | -2.5% | +4.3% | -0.4% |
| 1Y | +2.4% | +6.5% | -4.1% | -5.9% |
| 3Y | +52.1% | -14.2% | +66.3% | +55.5% |
| 5Y | +14.6% | -24.4% | +39.1% | +26.7% |
| 10Y | +230.9% | +156.3% | +74.6% | +65.8% |
| All | +230.9% | +159.3% | +71.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling