+358.3%
DELL vs QID
-34.8%
+393.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.8% | +13.8% | +10.5% |
| 7D | +8.2% | +1.3% | +7.0% | +9.6% |
| 30D | +17.1% | +2.9% | +14.1% | +20.7% |
| 3M | +45.2% | -0.7% | +45.9% | +48.6% |
| 6M | +286.8% | -29.7% | +316.5% | +231.8% |
| YTD | +354.8% | -27.9% | +382.6% | +302.6% |
| 1Y | +358.3% | -34.6% | +392.8% | +262.7% |
| All | +358.3% | -34.8% | +393.1% | +262.7% |
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