+47.0%
QCOM vs DOW
-24.9%
+71.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.1% |
| 7D | +0.4% | -9.5% | +9.9% | +3.4% |
| 30D | -6.6% | +13.1% | -19.7% | -10.6% |
| 3M | +3.7% | +4.8% | -1.1% | +1.3% |
| 6M | -13.3% | -16.7% | +3.3% | -8.7% |
| YTD | -1.8% | +38.9% | -40.7% | -19.0% |
| 1Y | -2.5% | +48.3% | -50.8% | -22.3% |
| 3Y | +47.0% | -24.4% | +71.3% | +60.6% |
| All | +47.0% | -24.9% | +71.9% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling