+49.0%
ADI vs QID
-38.2%
+87.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.4% |
| 7D | +0.4% | -0.6% | +1.1% | +0.1% |
| 30D | -3.8% | 0.0% | -3.8% | -3.5% |
| 3M | -15.3% | +3.7% | -19.0% | -10.6% |
| 6M | +6.7% | -29.9% | +36.5% | -6.9% |
| YTD | +34.8% | -28.8% | +63.5% | +19.3% |
| 1Y | +49.0% | -37.2% | +86.2% | +31.4% |
| All | +49.0% | -38.2% | +87.2% | +31.4% |
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 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