+54.3%
QCOM vs DIS
+33.4%
+20.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.8% |
| 7D | +3.3% | -2.6% | +5.9% | +4.4% |
| 30D | +7.7% | +3.5% | +4.2% | +6.1% |
| 3M | -30.1% | +6.8% | -36.9% | -32.3% |
| 6M | +22.8% | +3.0% | +19.9% | +20.1% |
| YTD | +0.2% | -6.7% | +6.9% | +2.4% |
| 1Y | +7.9% | -10.1% | +17.9% | +11.9% |
| All | +54.3% | +33.4% | +20.9% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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