+50,186.6%
QCOM vs NI
+3,355.4%
+46,831.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +3.3% | +2.0% | +1.3% | +2.7% |
| 30D | +7.7% | -3.5% | +11.2% | +8.9% |
| 3M | -30.1% | -9.1% | -20.9% | -28.2% |
| 6M | +22.8% | -11.8% | +34.7% | +27.2% |
| YTD | +0.2% | +1.1% | -0.9% | -0.8% |
| 1Y | +7.9% | +6.7% | +1.2% | +4.9% |
| 3Y | +55.8% | +71.1% | -15.3% | +28.5% |
| 5Y | +30.1% | +94.3% | -64.2% | +2.2% |
| 10Y | +248.9% | +135.8% | +113.1% | +149.9% |
| All | +50,186.6% | +3,355.4% | +46,831.2% | +13,893.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling