+281.8%
QCOM vs MDY
+170.4%
+111.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.5% |
| 7D | +4.4% | -0.8% | +5.1% | +5.1% |
| 30D | +9.4% | -3.9% | +13.2% | +13.9% |
| 3M | -13.7% | 0.0% | -13.6% | -13.2% |
| 6M | +28.9% | +8.5% | +20.3% | +19.6% |
| YTD | +4.7% | +13.2% | -8.5% | -7.0% |
| 1Y | +13.5% | +15.0% | -1.5% | -0.6% |
| 3Y | +77.1% | +49.6% | +27.5% | +20.4% |
| 5Y | +38.9% | +46.0% | -7.1% | -1.2% |
| 10Y | +281.8% | +176.4% | +105.4% | +67.2% |
| All | +281.8% | +170.4% | +111.3% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MDY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling