+143.3%
DELL vs QID
-21.1%
+164.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.8% | -7.0% | -10.4% |
| 7D | -24.6% | +9.8% | -34.4% | -17.5% |
| 30D | -32.5% | +18.9% | -51.4% | -20.2% |
| 3M | -20.2% | +9.6% | -29.8% | -10.5% |
| 6M | +76.5% | -7.8% | +84.3% | +83.9% |
| YTD | +198.9% | -23.3% | +222.2% | +189.3% |
| 1Y | +143.3% | -22.0% | +165.4% | +142.0% |
| All | +143.3% | -21.1% | +164.4% | +142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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