+50.0%
DOW vs Q
+29.7%
+20.3%
-34.8%
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 | +5.2% | +1.2% | +4.1% | +5.2% |
| 30D | +13.2% | -2.7% | +15.9% | +13.2% |
| 3M | +10.1% | -16.9% | +27.0% | +10.3% |
| 6M | -13.1% | -26.9% | +13.8% | -12.1% |
| YTD | +46.1% | +45.2% | +0.9% | +30.0% |
| 1Y | +50.0% | +38.1% | +11.9% | +35.5% |
| All | +50.0% | +29.7% | +20.3% | +35.5% |
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