+245.8%
QCOM vs MSCI
+809.1%
-563.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.4% |
| 7D | +2.0% | -1.9% | +3.8% | +2.9% |
| 30D | +1.2% | +16.5% | -15.2% | -6.0% |
| 3M | +9.1% | +18.2% | -9.1% | +0.3% |
| 6M | -25.0% | +14.0% | -39.0% | -31.0% |
| YTD | +4.8% | +16.6% | -11.8% | -5.7% |
| 1Y | +3.6% | +14.8% | -11.2% | -6.1% |
| 3Y | +51.5% | +33.3% | +18.2% | +22.0% |
| 5Y | +19.7% | +9.1% | +10.7% | +4.4% |
| 10Y | +245.8% | +820.4% | -574.6% | +17.1% |
| All | +245.8% | +809.1% | -563.3% | +17.1% |
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