+253.0%
DELL vs Q
+79.8%
+173.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.5% | +9.5% | +10.9% |
| 7D | +8.2% | +4.9% | +3.3% | +6.2% |
| 30D | +17.1% | -11.0% | +28.1% | +22.8% |
| 3M | +45.2% | -15.2% | +60.3% | +52.9% |
| 6M | +286.8% | +8.8% | +277.9% | +266.5% |
| YTD | +354.8% | +55.1% | +299.7% | +285.6% |
| All | +253.0% | +79.8% | +173.2% | +200.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling