+50,186.6%
QCOM vs DIS
+1,566.1%
+48,620.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.9% |
| 7D | +3.3% | -2.6% | +5.9% | +4.6% |
| 30D | +7.7% | +3.5% | +4.2% | +5.8% |
| 3M | -30.1% | +6.8% | -36.9% | -32.7% |
| 6M | +22.8% | +3.0% | +19.9% | +19.7% |
| YTD | +0.2% | -6.7% | +6.9% | +2.1% |
| 1Y | +7.9% | -10.1% | +17.9% | +11.6% |
| 3Y | +55.8% | +33.0% | +22.8% | +30.7% |
| 5Y | +30.1% | -40.0% | +70.1% | +57.5% |
| 10Y | +248.9% | +21.1% | +227.8% | +185.5% |
| All | +50,186.6% | +1,566.1% | +48,620.5% | +15,313.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling