-68.6%
AAL vs QID
-99.0%
+30.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | +0.2% |
| 7D | -0.1% | -7.1% | +7.1% | -3.2% |
| 30D | +11.7% | +12.6% | -0.9% | +19.6% |
| 3M | -12.5% | +14.2% | -26.8% | -5.1% |
| 6M | +3.6% | +6.2% | -2.6% | +10.9% |
| YTD | -14.1% | -21.8% | +7.7% | -19.0% |
| 1Y | +0.8% | -23.1% | +23.9% | -5.3% |
| 3Y | +11.8% | -71.3% | +83.1% | -24.8% |
| 5Y | -35.1% | -77.0% | +41.9% | -52.3% |
| All | -68.6% | -99.0% | +30.4% | -93.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling