+49,194.2%
QCOM vs NI
+3,610.7%
+45,583.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.7% |
| 7D | +0.4% | -0.9% | +1.3% | +0.7% |
| 30D | -6.6% | +9.6% | -16.3% | -9.3% |
| 3M | +3.7% | +2.5% | +1.2% | +2.8% |
| 6M | -13.3% | -5.8% | -7.5% | -12.0% |
| YTD | -1.8% | +8.6% | -10.3% | -4.9% |
| 1Y | -2.5% | +6.0% | -8.5% | -4.9% |
| 3Y | +47.0% | +91.0% | -44.1% | +17.3% |
| 5Y | +13.1% | +104.8% | -91.7% | -12.6% |
| 10Y | +224.7% | +176.7% | +48.0% | +121.4% |
| All | +49,194.2% | +3,610.7% | +45,583.5% | +13,307.7% |
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