+50,186.6%
QCOM vs BN
+20,742.4%
+29,444.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +3.3% | -2.5% | +5.8% | +4.4% |
| 30D | +7.7% | -9.5% | +17.2% | +12.2% |
| 3M | -30.1% | -10.4% | -19.7% | -26.8% |
| 6M | +22.8% | -6.4% | +29.2% | +25.7% |
| YTD | +0.2% | -11.9% | +12.1% | +5.1% |
| 1Y | +7.9% | -8.6% | +16.5% | +11.3% |
| 3Y | +55.8% | +77.6% | -21.7% | +21.5% |
| 5Y | +30.1% | +37.0% | -7.0% | +12.3% |
| 10Y | +248.9% | +266.4% | -17.5% | +105.5% |
| All | +50,186.6% | +20,742.4% | +29,444.2% | +10,751.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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