+10.9%
QCOM vs DOW
+27.5%
-16.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.7% | +3.1% |
| 7D | +5.1% | -2.9% | +8.0% | +5.5% |
| 30D | +4.3% | +2.0% | +2.3% | +3.8% |
| 3M | -19.6% | -12.5% | -7.1% | -17.6% |
| 6M | +29.5% | -9.2% | +38.7% | +28.3% |
| YTD | +3.4% | +30.8% | -27.4% | -10.8% |
| 1Y | +10.9% | +29.4% | -18.5% | -3.9% |
| All | +10.9% | +27.5% | -16.6% | -3.9% |
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