+54,129.3%
QCOM vs BNY
+10,288.8%
+43,840.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.9% |
| 7D | +7.8% | -1.3% | +9.2% | +8.4% |
| 30D | +12.2% | -0.2% | +12.4% | +12.2% |
| 3M | -9.9% | +14.9% | -24.8% | -15.3% |
| 6M | +36.9% | +40.0% | -3.1% | +18.4% |
| YTD | +8.0% | +42.0% | -33.9% | -7.3% |
| 1Y | +15.0% | +56.9% | -41.8% | -5.3% |
| 3Y | +75.8% | +289.9% | -214.0% | -0.8% |
| 5Y | +42.2% | +259.2% | -217.0% | -17.6% |
| 10Y | +293.8% | +413.3% | -119.4% | +88.0% |
| All | +54,129.3% | +10,288.8% | +43,840.6% | +3,712.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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