+51.9%
QCOM vs MP
+147.3%
-95.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.7% |
| 7D | +2.0% | +2.3% | -0.3% | +1.7% |
| 30D | +1.2% | -15.3% | +16.5% | +3.4% |
| 3M | +9.1% | -33.5% | +42.6% | +14.6% |
| 6M | -25.0% | -45.5% | +20.5% | -19.9% |
| YTD | +4.8% | -27.3% | +32.1% | +8.4% |
| 1Y | +3.6% | -40.7% | +44.3% | +8.8% |
| All | +51.9% | +147.3% | -95.4% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling