+45.9%
BE vs Q
+25.9%
+20.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.1% |
| 7D | -13.4% | +4.0% | -17.4% | -16.2% |
| 30D | -33.9% | -2.3% | -31.6% | -31.1% |
| 3M | -12.0% | -7.9% | -4.0% | -2.7% |
| 6M | -29.0% | -16.0% | -13.0% | -12.8% |
| YTD | +113.4% | +51.7% | +61.7% | +36.4% |
| All | +45.9% | +25.9% | +20.0% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling