-14.1%
CG vs Q
+19.7%
-33.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +9.4% | -3.3% | +12.7% | +10.0% |
| 30D | +8.7% | -9.7% | +18.4% | +10.6% |
| 3M | -15.0% | -16.1% | +1.1% | -12.4% |
| 6M | -13.2% | -15.7% | +2.5% | -11.9% |
| YTD | -26.2% | +45.7% | -71.9% | -36.2% |
| 1Y | -14.1% | +18.0% | -32.1% | -22.0% |
| All | -14.1% | +19.7% | -33.8% | -22.0% |
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