+2.0%
QCOM vs HDB
-27.9%
+30.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.2% |
| 7D | +5.8% | +13.7% | -7.9% | +3.7% |
| 30D | -2.3% | +15.8% | -18.1% | -4.6% |
| 3M | +2.7% | +9.2% | -6.5% | +1.2% |
| 6M | -21.0% | +3.2% | -24.2% | -21.6% |
| YTD | +1.8% | -29.4% | +31.2% | -1.1% |
| All | +2.0% | -27.9% | +30.0% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling