+281.8%
QCOM vs MTZ
+729.4%
-447.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.6% | +2.0% |
| 7D | +4.4% | +2.3% | +2.1% | +3.6% |
| 30D | +9.4% | -10.3% | +19.7% | +12.6% |
| 3M | -13.7% | -31.8% | +18.2% | -4.7% |
| 6M | +28.9% | -19.2% | +48.1% | +34.7% |
| YTD | +4.7% | +10.7% | -6.0% | -0.9% |
| 1Y | +13.5% | +37.5% | -24.0% | +0.3% |
| 3Y | +77.1% | +162.4% | -85.3% | +25.1% |
| 5Y | +38.9% | +166.3% | -127.4% | -4.8% |
| 10Y | +281.8% | +753.2% | -471.4% | +98.2% |
| All | +281.8% | +729.4% | -447.6% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MTZ 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling