+3,871.7%
QCOM vs MKSI
+1,824.5%
+2,047.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +1.1% |
| 7D | +13.0% | +25.3% | -12.3% | +3.0% |
| 30D | +0.2% | -10.5% | +10.7% | +4.3% |
| 3M | +9.2% | -27.7% | +37.0% | +22.5% |
| 6M | -15.0% | -28.8% | +13.8% | -5.5% |
| YTD | +5.2% | +39.0% | -33.8% | -12.5% |
| 1Y | +2.4% | +45.2% | -42.9% | -16.6% |
| 3Y | +52.0% | +218.8% | -166.8% | -14.8% |
| 5Y | +19.7% | +38.1% | -18.4% | -8.0% |
| 10Y | +246.9% | +360.8% | -113.9% | +58.9% |
| All | +3,871.7% | +1,824.5% | +2,047.2% | +595.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling