+1,084.8%
QCOM vs BLK
+13,445.8%
-12,361.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +3.3% | -3.6% | +7.0% | +5.1% |
| 30D | +7.7% | -1.0% | +8.7% | +8.1% |
| 3M | -30.1% | +10.4% | -40.4% | -33.4% |
| 6M | +22.8% | +8.2% | +14.7% | +17.8% |
| YTD | +0.2% | +6.0% | -5.8% | -3.2% |
| 1Y | +7.9% | +3.3% | +4.5% | +5.4% |
| 3Y | +55.8% | +70.3% | -14.4% | +21.4% |
| 5Y | +30.1% | +34.5% | -4.4% | +12.6% |
| 10Y | +248.9% | +281.9% | -33.0% | +92.5% |
| All | +1,084.8% | +13,445.8% | -12,361.0% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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