+216.5%
QCOM vs HDB
+57.5%
+159.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.9% |
| 7D | +0.4% | +13.3% | -13.0% | -3.8% |
| 30D | -6.6% | +13.6% | -20.2% | -10.7% |
| 3M | +3.7% | +5.8% | -2.1% | +1.3% |
| 6M | -13.3% | -1.9% | -11.4% | -13.6% |
| YTD | -1.8% | -31.2% | +29.4% | +10.2% |
| 1Y | -2.5% | -29.6% | +27.1% | +8.4% |
| 3Y | +47.0% | -10.1% | +57.1% | +46.3% |
| 5Y | +13.1% | -24.3% | +37.5% | +18.1% |
| All | +216.5% | +57.5% | +159.0% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling