+25.6%
NDAQ vs Q
+75.8%
-50.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.4% |
| 7D | +2.9% | +4.0% | -1.1% | +2.9% |
| 30D | +17.5% | -2.3% | +19.8% | +17.6% |
| 3M | +15.4% | -7.9% | +23.4% | +15.5% |
| 6M | +24.6% | -16.0% | +40.6% | +23.9% |
| YTD | +14.4% | +51.7% | -37.3% | +5.7% |
| 1Y | +26.9% | +28.3% | -1.4% | +17.0% |
| All | +25.6% | +75.8% | -50.3% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling