+55.8%
DELL vs Q
-23.7%
+79.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +1.6% |
| 7D | +17.1% | +11.5% | +5.6% | +8.4% |
| 30D | -35.1% | -0.2% | -34.9% | -34.5% |
| 3M | -23.3% | -13.6% | -9.7% | -16.3% |
| 6M | +55.8% | -27.0% | +82.9% | +77.2% |
| All | +55.8% | -23.7% | +79.5% | +77.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling