+49,194.2%
QCOM vs DE
+19,918.0%
+29,276.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.3% | +5.1% |
| 7D | +0.4% | -0.6% | +0.9% | +0.7% |
| 30D | -6.6% | +2.3% | -8.9% | -7.5% |
| 3M | +3.7% | +9.5% | -5.8% | -0.2% |
| 6M | -13.3% | +14.1% | -27.4% | -17.9% |
| YTD | -1.8% | +45.4% | -47.2% | -15.8% |
| 1Y | -2.5% | +42.9% | -45.4% | -16.1% |
| 3Y | +47.0% | +84.8% | -37.9% | +13.4% |
| 5Y | +13.1% | +101.8% | -88.7% | -17.2% |
| 10Y | +224.7% | +788.0% | -563.3% | +34.2% |
| All | +49,194.2% | +19,918.0% | +29,276.2% | +6,042.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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