+31.2%
DG vs Q
+29.7%
+1.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | -0.4% |
| 7D | +0.3% | +1.2% | -0.9% | +0.3% |
| 30D | +3.2% | -2.7% | +5.9% | +3.4% |
| 3M | +10.4% | -16.9% | +27.4% | +10.9% |
| 6M | +33.2% | -26.9% | +60.0% | +34.3% |
| YTD | +3.0% | +45.2% | -42.2% | -6.5% |
| 1Y | +31.2% | +38.1% | -6.9% | +20.7% |
| All | +31.2% | +29.7% | +1.5% | +20.7% |
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