+251.0%
QCOM vs DOW
-15.8%
+266.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +1.3% |
| 7D | +3.3% | -2.4% | +5.7% | +4.3% |
| 30D | +7.7% | +0.4% | +7.3% | +7.1% |
| 3M | -30.1% | -14.4% | -15.7% | -26.2% |
| 6M | +22.8% | -7.0% | +29.8% | +22.4% |
| YTD | +0.2% | +30.2% | -30.0% | -14.8% |
| 1Y | +7.9% | +29.2% | -21.4% | -8.8% |
| 3Y | +55.8% | -36.7% | +92.5% | +76.9% |
| 5Y | +30.1% | -37.7% | +67.8% | +47.3% |
| All | +251.0% | -15.8% | +266.8% | +212.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling