+30.9%
QCOM vs BEN
+39.3%
-8.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.9% |
| 7D | +3.3% | +0.2% | +3.1% | +3.1% |
| 30D | +7.7% | -0.5% | +8.2% | +7.8% |
| 3M | -30.1% | +9.7% | -39.8% | -33.8% |
| 6M | +22.8% | +33.9% | -11.1% | +3.5% |
| YTD | +0.2% | +49.0% | -48.8% | -20.5% |
| 1Y | +7.9% | +42.1% | -34.3% | -12.3% |
| 3Y | +55.8% | +51.9% | +4.0% | +17.2% |
| All | +30.9% | +39.3% | -8.4% | -3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling