+9,029.3%
QCOM vs VRSN
+7,159.8%
+1,869.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.4% |
| 7D | +2.0% | -1.2% | +3.2% | +2.4% |
| 30D | +1.2% | +3.8% | -2.5% | -0.1% |
| 3M | +9.1% | +9.5% | -0.4% | +5.5% |
| 6M | -25.0% | +10.3% | -35.2% | -28.4% |
| YTD | +4.8% | +30.5% | -25.6% | -6.5% |
| 1Y | +3.6% | +27.9% | -24.3% | -7.0% |
| 3Y | +51.5% | +54.3% | -2.8% | +25.5% |
| 5Y | +19.7% | +37.2% | -17.4% | +3.8% |
| 10Y | +245.8% | +293.1% | -47.2% | +109.5% |
| All | +9,029.3% | +7,159.8% | +1,869.5% | +1,255.3% |
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