+46,016.4%
QCOM vs DHI
+12,556.3%
+33,460.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.2% | +3.8% |
| 7D | +5.1% | -2.0% | +7.1% | +5.5% |
| 30D | +4.3% | -8.3% | +12.6% | +6.2% |
| 3M | -19.6% | -3.7% | -15.9% | -19.2% |
| 6M | +29.5% | -5.4% | +34.9% | +30.3% |
| YTD | +3.4% | -3.0% | +6.4% | +3.1% |
| 1Y | +10.9% | -23.8% | +34.8% | +16.5% |
| 3Y | +74.8% | +21.8% | +53.0% | +62.2% |
| 5Y | +36.2% | +59.6% | -23.4% | +18.7% |
| 10Y | +263.7% | +391.2% | -127.5% | +144.3% |
| All | +46,016.4% | +12,556.3% | +33,460.1% | +14,487.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling