+76.4%
AMZN vs QID
-73.9%
+150.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.5% |
| 7D | -1.0% | -1.9% | +0.9% | -2.0% |
| 30D | -9.2% | +1.7% | -10.9% | -8.4% |
| 3M | +3.4% | -3.9% | +7.3% | +2.5% |
| 6M | +18.2% | -30.0% | +48.2% | -0.8% |
| YTD | +9.3% | -28.2% | +37.6% | -6.1% |
| 1Y | +5.9% | -35.6% | +41.6% | -13.2% |
| All | +76.4% | -73.9% | +150.2% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling