+216.5%
QCOM vs MSCI
+789.3%
-572.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +6.6% |
| 7D | +0.4% | +2.8% | -2.5% | -0.9% |
| 30D | -6.6% | +15.4% | -22.0% | -12.9% |
| 3M | +3.7% | +13.4% | -9.7% | -2.8% |
| 6M | -13.3% | +10.9% | -24.2% | -19.3% |
| YTD | -1.8% | +13.0% | -14.8% | -10.3% |
| 1Y | -2.5% | +12.0% | -14.5% | -10.7% |
| 3Y | +47.0% | +34.1% | +12.9% | +17.6% |
| 5Y | +13.1% | +3.9% | +9.2% | +1.0% |
| All | +216.5% | +789.3% | -572.9% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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