+50,186.6%
QCOM vs BEN
+3,054.0%
+47,132.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.5% |
| 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% | -33.1% |
| 6M | +22.8% | +33.9% | -11.1% | +6.8% |
| YTD | +0.2% | +49.0% | -48.8% | -17.1% |
| 1Y | +7.9% | +42.1% | -34.3% | -8.9% |
| 3Y | +55.8% | +51.9% | +4.0% | +24.4% |
| 5Y | +30.1% | +39.0% | -9.0% | +7.0% |
| 10Y | +248.9% | +57.9% | +191.0% | +148.8% |
| All | +50,186.6% | +3,054.0% | +47,132.7% | +6,571.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling