+319.1%
DELL vs QID
-38.2%
+357.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.2% |
| 7D | +14.9% | -0.6% | +15.5% | +14.6% |
| 30D | +13.3% | 0.0% | +13.3% | +14.2% |
| 3M | +24.4% | +3.7% | +20.7% | +32.5% |
| 6M | +258.0% | -29.9% | +287.9% | +206.1% |
| YTD | +320.2% | -28.8% | +349.0% | +267.6% |
| 1Y | +319.1% | -37.2% | +356.2% | +242.5% |
| All | +319.1% | -38.2% | +357.3% | +242.5% |
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