+39.3%
QCOM vs MSCI
+36.7%
+2.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.7% | -6.8% | -8.9% |
| 7D | -15.5% | +6.0% | -21.5% | -16.4% |
| 30D | -13.4% | +18.2% | -31.6% | -16.2% |
| 3M | 0.0% | +15.1% | -15.1% | -2.8% |
| 6M | -15.2% | +13.7% | -28.9% | -18.2% |
| YTD | -6.9% | +15.6% | -22.5% | -11.1% |
| 1Y | -11.0% | +16.3% | -27.3% | -15.2% |
| All | +39.3% | +36.7% | +2.6% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling