+91.3%
QQQ vs DELL
+647.5%
-556.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.3% | -0.1% |
| 7D | -1.3% | -1.9% | +0.6% | -0.9% |
| 30D | -1.4% | +14.9% | -16.2% | -4.1% |
| 3M | +2.3% | +37.2% | -34.9% | -4.3% |
| 6M | +16.9% | +254.0% | -237.1% | -11.2% |
| YTD | +15.6% | +306.1% | -290.5% | -15.4% |
| 1Y | +22.6% | +312.3% | -289.6% | -11.2% |
| All | +91.3% | +647.5% | -556.2% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 3y: compounded portfolio wealth divided by compounded DELL 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…
3y analysis · Full analysis span regression · 6 months rolling