+17,735.6%
QCOM vs MDY
+2,662.7%
+15,072.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +7.7% | -1.5% | +9.2% | +9.5% |
| 3M | -30.1% | +0.8% | -30.8% | -30.2% |
| 6M | +22.8% | +7.4% | +15.4% | +14.9% |
| YTD | +0.2% | +15.2% | -15.0% | -13.2% |
| 1Y | +7.9% | +16.5% | -8.7% | -7.4% |
| 3Y | +55.8% | +46.8% | +9.0% | +5.4% |
| 5Y | +30.1% | +46.0% | -16.0% | -9.6% |
| 10Y | +248.9% | +172.1% | +76.8% | +20.0% |
| All | +17,735.6% | +2,662.7% | +15,072.9% | +161.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling