+553.0%
AMZN vs QID
-99.1%
+652.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | +1.1% |
| 7D | -2.7% | +2.7% | -5.5% | -1.2% |
| 30D | -7.5% | +3.3% | -10.8% | -5.7% |
| 3M | +5.8% | -5.5% | +11.4% | +3.9% |
| 6M | +17.5% | -28.4% | +45.9% | +0.3% |
| YTD | +9.1% | -26.6% | +35.7% | -4.8% |
| 1Y | +9.4% | -34.1% | +43.5% | -8.8% |
| 3Y | +82.2% | -73.7% | +155.9% | +5.9% |
| 5Y | +45.2% | -80.7% | +125.9% | -8.8% |
| All | +553.0% | -99.1% | +652.1% | +1.0% |
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