+79.2%
PR vs Q
+29.7%
+49.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.8% | +1.2% |
| 7D | +6.0% | +1.2% | +4.8% | +6.0% |
| 30D | -4.2% | -2.7% | -1.5% | -4.3% |
| 3M | +10.0% | -16.9% | +26.9% | +9.5% |
| 6M | +15.6% | -26.9% | +42.5% | +15.4% |
| YTD | +68.2% | +45.2% | +23.0% | +69.7% |
| 1Y | +79.2% | +38.1% | +41.1% | +82.7% |
| All | +79.2% | +29.7% | +49.5% | +82.7% |
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