+282.9%
QCOM vs DHI
+414.5%
-131.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.2% |
| 7D | +7.8% | -3.4% | +11.2% | +9.2% |
| 30D | +12.2% | -5.4% | +17.6% | +14.3% |
| 3M | -9.9% | -10.4% | +0.6% | -6.7% |
| 6M | +36.9% | -2.8% | +39.7% | +36.7% |
| YTD | +8.0% | -3.4% | +11.5% | +7.4% |
| 1Y | +15.0% | -22.9% | +37.9% | +24.0% |
| 3Y | +75.8% | +20.7% | +55.1% | +51.7% |
| 5Y | +42.2% | +62.1% | -19.9% | +6.5% |
| All | +282.9% | +414.5% | -131.6% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling