+641.7%
AMZN vs QID
-99.0%
+740.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | +1.1% |
| 7D | +2.8% | -7.1% | +10.0% | -1.1% |
| 30D | +5.0% | +12.6% | -7.7% | +13.3% |
| 3M | +0.6% | +14.2% | -13.7% | +10.0% |
| 6M | -1.3% | +6.2% | -7.5% | +5.4% |
| YTD | +15.5% | -21.8% | +37.3% | +6.0% |
| 1Y | +12.2% | -23.1% | +35.4% | +2.6% |
| 3Y | +87.0% | -71.3% | +158.3% | +14.3% |
| 5Y | +51.3% | -77.0% | +128.3% | +5.2% |
| All | +641.7% | -99.0% | +740.7% | +22.6% |
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 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