+226.1%
ACWI vs QID
-99.1%
+325.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.4% |
| 7D | +1.1% | -2.7% | +3.8% | +0.1% |
| 30D | -0.2% | +1.8% | -2.0% | +0.5% |
| 3M | +4.7% | -2.2% | +6.8% | +5.1% |
| 6M | +14.5% | -32.1% | +46.6% | +2.4% |
| YTD | +14.6% | -28.6% | +43.2% | +4.8% |
| 1Y | +21.4% | -36.3% | +57.8% | +7.5% |
| 3Y | +77.6% | -74.4% | +152.0% | +24.1% |
| 5Y | +68.1% | -80.8% | +148.9% | +20.8% |
| 10Y | +226.1% | -99.1% | +325.2% | -0.4% |
| All | +226.1% | -99.1% | +325.2% | -0.4% |
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