+70.9%
QCOM vs DHI
+19.0%
+51.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.9% |
| 7D | +4.9% | -6.1% | +11.1% | +6.5% |
| 30D | +9.3% | -10.1% | +19.4% | +12.1% |
| 3M | -7.0% | -7.3% | +0.3% | -5.6% |
| 6M | +32.0% | -6.1% | +38.1% | +32.9% |
| YTD | +5.0% | -5.0% | +10.1% | +4.9% |
| 1Y | +13.6% | -22.1% | +35.7% | +19.3% |
| All | +70.9% | +19.0% | +51.9% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling