+94.3%
AG vs QID
-33.6%
+127.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.3% | -7.2% | -2.8% |
| 7D | -5.8% | +2.7% | -8.5% | -3.4% |
| 30D | +6.4% | +3.3% | +3.0% | +10.1% |
| 3M | +28.4% | -5.5% | +33.9% | +25.5% |
| 6M | -24.5% | -28.4% | +3.9% | -38.8% |
| YTD | +21.2% | -26.6% | +47.7% | +2.6% |
| All | +94.3% | -33.6% | +127.9% | +32.1% |
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 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