+7.9%
QCOM vs MKSI
+162.5%
-154.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -1.3% |
| 7D | +3.3% | +1.8% | +1.6% | +2.7% |
| 30D | +7.7% | -16.8% | +24.5% | +14.0% |
| 3M | -30.1% | -21.1% | -9.0% | -24.8% |
| 6M | +22.8% | +10.8% | +12.0% | +21.8% |
| YTD | +0.2% | +63.3% | -63.1% | -11.7% |
| 1Y | +7.9% | +157.0% | -149.1% | -14.3% |
| All | +7.9% | +162.5% | -154.7% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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