+1.8%
AA vs QID
-21.0%
+22.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -2.0% | -1.2% |
| 7D | +5.3% | -11.8% | +17.1% | -0.8% |
| 30D | -2.3% | +14.2% | -16.5% | +6.0% |
| 3M | -20.8% | +8.8% | -29.6% | -15.9% |
| 6M | -39.8% | +1.5% | -41.3% | -36.6% |
| YTD | -23.3% | -23.8% | +0.5% | -29.2% |
| 1Y | +1.8% | -22.0% | +23.8% | -2.9% |
| All | +1.8% | -21.0% | +22.8% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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