+13.6%
QCOM vs MKSI
+143.3%
-129.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.1% |
| 7D | +4.9% | +4.9% | 0.0% | +3.2% |
| 30D | +9.3% | -11.0% | +20.3% | +13.2% |
| 3M | -7.0% | -17.1% | +10.1% | -1.8% |
| 6M | +32.0% | +16.4% | +15.6% | +29.5% |
| YTD | +5.0% | +64.3% | -59.3% | -7.7% |
| 1Y | +13.6% | +137.7% | -124.1% | -10.1% |
| All | +13.6% | +143.3% | -129.7% | -10.1% |
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