+47.0%
QCOM vs BEN
+63.5%
-16.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.7% | +0.8% | +3.1% |
| 7D | +0.4% | +6.6% | -6.2% | -2.5% |
| 30D | -6.6% | +3.8% | -10.5% | -8.1% |
| 3M | +3.7% | +0.2% | +3.5% | +3.7% |
| 6M | -13.3% | +10.4% | -23.8% | -17.5% |
| YTD | -1.8% | +46.2% | -48.0% | -17.9% |
| 1Y | -2.5% | +52.3% | -54.8% | -20.2% |
| 3Y | +47.0% | +65.9% | -19.0% | +11.9% |
| All | +47.0% | +63.5% | -16.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling