+18,008.1%
QCOM vs DRI
+7,978.2%
+10,029.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.8% |
| 7D | +0.4% | +2.8% | -2.4% | -0.4% |
| 30D | -6.6% | +13.3% | -19.9% | -10.0% |
| 3M | +3.7% | +8.2% | -4.5% | +0.9% |
| 6M | -13.3% | +17.5% | -30.9% | -18.0% |
| YTD | -1.8% | +26.9% | -28.7% | -9.5% |
| 1Y | -2.5% | +31.6% | -34.1% | -11.2% |
| 3Y | +47.0% | +67.0% | -20.0% | +23.1% |
| 5Y | +13.1% | +72.9% | -59.8% | -6.3% |
| 10Y | +224.7% | +371.3% | -146.6% | +85.4% |
| All | +18,008.1% | +7,978.2% | +10,029.9% | +4,416.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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