+43.2%
TER vs Q
+19.7%
+23.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.1% | -6.7% | -6.7% |
| 7D | -19.9% | -3.3% | -16.6% | -17.2% |
| 30D | -43.5% | -9.7% | -33.8% | -37.7% |
| 3M | -37.8% | -16.1% | -21.7% | -26.2% |
| 6M | -25.6% | -15.7% | -9.9% | -8.5% |
| YTD | +29.8% | +45.7% | -15.9% | +14.0% |
| 1Y | +43.2% | +18.0% | +25.2% | +40.9% |
| All | +43.2% | +19.7% | +23.5% | +40.9% |
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