+61.5%
ALB vs QID
-38.2%
+99.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.1% | -4.6% |
| 7D | -8.1% | -0.6% | -7.4% | -8.4% |
| 30D | +6.3% | 0.0% | +6.3% | +6.4% |
| 3M | -23.6% | +3.7% | -27.3% | -20.2% |
| 6M | -24.6% | -29.9% | +5.2% | -36.3% |
| YTD | -10.3% | -28.8% | +18.5% | -22.7% |
| 1Y | +61.5% | -37.2% | +98.6% | +31.6% |
| All | +61.5% | -38.2% | +99.7% | +31.6% |
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