+1,370.8%
AMAT vs QID
-99.0%
+1,469.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +1.5% |
| 7D | -2.5% | +1.8% | -4.2% | +0.9% |
| 30D | -26.5% | +21.6% | -48.2% | -12.0% |
| 3M | -28.6% | +12.6% | -41.2% | -18.4% |
| 6M | -14.2% | +6.9% | -21.2% | +0.8% |
| YTD | +45.5% | -20.5% | +66.0% | +44.0% |
| 1Y | +59.3% | -18.1% | +77.4% | +62.9% |
| 3Y | +153.1% | -70.7% | +223.8% | +57.7% |
| 5Y | +158.2% | -77.2% | +235.4% | +86.7% |
| 10Y | +1,370.8% | -99.0% | +1,469.8% | +95.1% |
| All | +1,370.8% | -99.0% | +1,469.8% | +95.1% |
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 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