+39.2%
AEM vs QID
-38.2%
+77.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.3% |
| 7D | -0.5% | -0.6% | +0.1% | -0.7% |
| 30D | +24.0% | 0.0% | +24.0% | +24.3% |
| 3M | +16.1% | +3.7% | +12.4% | +21.0% |
| 6M | -11.6% | -29.9% | +18.2% | -22.6% |
| YTD | +21.5% | -28.8% | +50.3% | +7.6% |
| 1Y | +39.2% | -37.2% | +76.4% | +15.0% |
| All | +39.2% | -38.2% | +77.4% | +15.0% |
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