+21.7%
P vs Q
+28.9%
-7.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +2.1% | +3.1% |
| 7D | -4.7% | +6.6% | -11.3% | -7.6% |
| 30D | -31.4% | +2.7% | -34.2% | -32.0% |
| 3M | -2.6% | -8.4% | +5.7% | +1.7% |
| 6M | +21.9% | -17.3% | +39.2% | +32.3% |
| YTD | +58.9% | +55.3% | +3.6% | +23.5% |
| 1Y | +21.7% | +31.5% | -9.7% | +1.9% |
| All | +21.7% | +28.9% | -7.2% | +1.9% |
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