+46,613.4%
QCOM vs DIS
+1,754.6%
+44,858.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.0% | -8.8% |
| 7D | -15.5% | +5.7% | -21.1% | -17.6% |
| 30D | -13.4% | +12.7% | -26.1% | -18.2% |
| 3M | 0.0% | +15.2% | -15.1% | -6.7% |
| 6M | -15.2% | +17.6% | -32.8% | -22.6% |
| YTD | -6.9% | +3.8% | -10.7% | -10.0% |
| 1Y | -11.0% | +6.8% | -17.8% | -15.3% |
| 3Y | +39.8% | +42.1% | -2.4% | +13.6% |
| 5Y | +7.2% | -31.2% | +38.4% | +21.7% |
| 10Y | +207.7% | +37.6% | +170.1% | +136.6% |
| All | +46,613.4% | +1,754.6% | +44,858.9% | +13,493.7% |
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