+651.5%
ADI vs QID
-99.2%
+750.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.6% | +3.9% |
| 7D | +4.6% | +1.3% | +3.3% | +5.3% |
| 30D | -1.2% | +2.9% | -4.1% | +0.7% |
| 3M | -7.8% | -0.7% | -7.1% | -5.8% |
| 6M | +19.3% | -29.7% | +49.0% | +3.6% |
| YTD | +40.9% | -27.9% | +68.8% | +24.8% |
| 1Y | +54.5% | -34.6% | +89.1% | +31.7% |
| 3Y | +123.4% | -73.5% | +197.0% | +37.7% |
| 5Y | +142.3% | -81.0% | +223.3% | +55.7% |
| All | +651.5% | -99.2% | +750.7% | +37.1% |
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