+1,143.7%
QCOM vs BLK
+14,659.6%
-13,515.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | +13.0% | +3.9% | +9.1% | +11.0% |
| 30D | +0.2% | +14.1% | -14.0% | -5.6% |
| 3M | +9.2% | +5.3% | +3.9% | +6.7% |
| 6M | -15.0% | +12.6% | -27.6% | -19.7% |
| YTD | +5.2% | +15.5% | -10.4% | -2.2% |
| 1Y | +2.4% | +13.6% | -11.2% | -4.1% |
| 3Y | +52.0% | +95.6% | -43.6% | +11.2% |
| 5Y | +19.7% | +41.4% | -21.6% | +1.3% |
| 10Y | +246.9% | +319.1% | -72.2% | +83.9% |
| All | +1,143.7% | +14,659.6% | -13,515.8% | +80.0% |
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