+0.9%
QCOM vs MKSI
+42.6%
-41.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -1.7% |
| 7D | +4.3% | +12.2% | -7.9% | -0.1% |
| 30D | -0.1% | -8.0% | +8.0% | +2.2% |
| 3M | +5.2% | -29.5% | +34.8% | +17.1% |
| 6M | -18.4% | -31.9% | +13.6% | -8.3% |
| YTD | +2.4% | +35.3% | -32.9% | -5.5% |
| 1Y | +0.9% | +50.3% | -49.4% | -11.9% |
| All | +0.9% | +42.6% | -41.7% | -11.9% |
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