+272.2%
QCOM vs MKSI
+511.3%
-239.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.4% |
| 7D | +4.9% | +4.9% | 0.0% | +2.5% |
| 30D | +9.3% | -11.0% | +20.3% | +14.9% |
| 3M | -7.0% | -17.1% | +10.1% | -1.3% |
| 6M | +32.0% | +16.4% | +15.6% | +18.3% |
| YTD | +5.0% | +64.3% | -59.3% | -22.5% |
| 1Y | +13.6% | +137.7% | -124.1% | -32.0% |
| 3Y | +77.6% | +189.1% | -111.5% | -11.1% |
| 5Y | +38.2% | +83.1% | -44.9% | -14.8% |
| All | +272.2% | +511.3% | -239.1% | +33.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling