+138.3%
ADI vs QID
-80.8%
+219.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.7% |
| YTD | +40.9% | -27.9% | +68.8% | +25.0% |
| 1Y | +54.5% | -34.6% | +89.1% | +31.9% |
| 3Y | +123.4% | -73.5% | +197.0% | +39.1% |
| All | +138.3% | -80.8% | +219.0% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling