+364.8%
ALL vs QID
-99.1%
+463.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | +0.1% |
| 7D | -2.2% | -1.9% | -0.3% | -2.6% |
| 30D | -5.6% | +1.7% | -7.3% | -5.3% |
| 3M | +17.2% | -3.9% | +21.2% | +16.5% |
| 6M | +23.2% | -30.0% | +53.2% | +15.0% |
| YTD | +23.6% | -28.2% | +51.8% | +16.0% |
| 1Y | +29.2% | -35.6% | +64.8% | +18.6% |
| 3Y | +153.8% | -74.3% | +228.1% | +96.1% |
| 5Y | +116.1% | -80.8% | +196.9% | +68.1% |
| 10Y | +364.8% | -99.2% | +464.0% | +94.9% |
| All | +364.8% | -99.1% | +463.9% | +94.9% |
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