+36.2%
QCOM vs NI
+100.2%
-64.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +1.9% | +2.9% |
| 7D | +5.1% | +2.3% | +2.8% | +4.5% |
| 30D | +4.3% | -1.7% | +5.9% | +4.7% |
| 3M | -19.6% | -8.0% | -11.6% | -18.2% |
| 6M | +29.5% | -8.6% | +38.1% | +31.6% |
| YTD | +3.4% | +2.3% | +1.0% | +1.9% |
| 1Y | +10.9% | +6.9% | +4.0% | +7.9% |
| 3Y | +74.8% | +70.6% | +4.2% | +47.6% |
| 5Y | +36.2% | +96.4% | -60.2% | +10.4% |
| All | +36.2% | +100.2% | -64.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling