+215.2%
DELL vs Q
+75.4%
+139.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -4.6% |
| 7D | -1.9% | +4.1% | -6.0% | -3.5% |
| 30D | +14.9% | -10.7% | +25.6% | +20.4% |
| 3M | +37.2% | -11.7% | +48.9% | +42.8% |
| 6M | +254.0% | +8.3% | +245.7% | +236.3% |
| YTD | +306.1% | +51.3% | +254.8% | +247.8% |
| All | +215.2% | +75.4% | +139.8% | +171.2% |
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