+8,624.4%
QCOM vs VRSN
+6,651.0%
+1,973.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +3.3% | +0.1% | +3.3% | +3.3% |
| 30D | +7.7% | -0.2% | +7.9% | +7.6% |
| 3M | -30.1% | -0.3% | -29.8% | -30.7% |
| 6M | +22.8% | +23.0% | -0.1% | +12.4% |
| YTD | +0.2% | +21.3% | -21.2% | -8.2% |
| 1Y | +7.9% | +6.7% | +1.1% | +3.2% |
| 3Y | +55.8% | +45.0% | +10.9% | +31.8% |
| 5Y | +30.1% | +35.0% | -5.0% | +13.5% |
| 10Y | +248.9% | +276.3% | -27.4% | +114.5% |
| All | +8,624.4% | +6,651.0% | +1,973.4% | +1,230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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