+388.0%
DELL vs QID
-71.4%
+459.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -5.0% |
| 7D | +4.9% | -7.1% | +12.0% | -0.4% |
| 30D | -32.1% | +12.6% | -44.7% | -21.7% |
| 3M | -30.2% | +14.2% | -44.5% | -17.4% |
| 6M | +41.7% | +6.2% | +35.5% | +65.9% |
| YTD | +176.6% | -21.8% | +198.4% | +165.2% |
| 1Y | +159.9% | -23.1% | +183.1% | +148.2% |
| 3Y | +388.0% | -71.3% | +459.3% | +196.6% |
| All | +388.0% | -71.4% | +459.4% | +196.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling