+0.9%
QCOM vs DOW
+56.5%
-55.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | +4.3% | +5.2% | -1.0% | +4.0% |
| 30D | -0.1% | +13.2% | -13.3% | -1.1% |
| 3M | +5.2% | +10.1% | -4.9% | +4.3% |
| 6M | -18.4% | -13.1% | -5.3% | -16.4% |
| YTD | +2.4% | +46.1% | -43.7% | -12.1% |
| 1Y | +0.9% | +50.0% | -49.1% | -14.6% |
| All | +0.9% | +56.5% | -55.6% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling