+4,770.1%
DELL vs QID
-99.1%
+4,869.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +2.0% |
| 7D | +25.6% | -2.7% | +28.4% | +24.0% |
| 30D | +17.7% | +1.8% | +15.9% | +19.3% |
| 3M | +33.4% | -2.2% | +35.6% | +36.0% |
| 6M | +266.2% | -32.1% | +298.3% | +219.0% |
| YTD | +328.0% | -28.6% | +356.6% | +286.0% |
| 1Y | +339.6% | -36.3% | +375.9% | +281.0% |
| 3Y | +694.6% | -74.4% | +769.0% | +437.3% |
| 5Y | +1,122.0% | -80.8% | +1,202.8% | +756.1% |
| 10Y | +4,062.5% | -99.1% | +4,161.6% | +945.8% |
| All | +4,770.1% | -99.1% | +4,869.2% | +1,123.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling