+1,315.3%
AMAT vs QID
-99.0%
+1,414.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -6.8% | +18.2% | +6.3% |
| 7D | -1.1% | -0.8% | -0.3% | +0.5% |
| 30D | -26.9% | +20.1% | -47.0% | -13.3% |
| 3M | -31.2% | +11.8% | -43.0% | -21.8% |
| 6M | -14.7% | +5.5% | -20.2% | -0.7% |
| YTD | +44.7% | -21.5% | +66.2% | +41.9% |
| 1Y | +62.0% | -22.6% | +84.6% | +59.1% |
| 3Y | +165.0% | -72.3% | +237.3% | +59.0% |
| 5Y | +147.1% | -76.9% | +224.0% | +80.6% |
| 10Y | +1,315.3% | -99.0% | +1,414.3% | +87.2% |
| All | +1,315.3% | -99.0% | +1,414.3% | +87.2% |
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