+44.7%
DG vs Q
+19.7%
+25.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.5% |
| 7D | +12.3% | -3.3% | +15.5% | +12.2% |
| 30D | +19.3% | -9.7% | +29.0% | +19.5% |
| 3M | +11.9% | -16.1% | +28.0% | +12.4% |
| 6M | +25.0% | -15.7% | +40.7% | +23.9% |
| YTD | +8.7% | +45.7% | -37.0% | -2.6% |
| 1Y | +44.7% | +18.0% | +26.7% | +35.6% |
| All | +44.7% | +19.7% | +25.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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