+144.3%
AR vs QID
-80.7%
+224.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -1.8% | -2.7% | +0.9% | -2.6% |
| 30D | +12.6% | +1.8% | +10.8% | +13.1% |
| 3M | +10.0% | -2.2% | +12.2% | +9.6% |
| 6M | +0.6% | -32.1% | +32.8% | -10.3% |
| YTD | +13.4% | -28.6% | +42.0% | +3.0% |
| 1Y | +21.7% | -36.3% | +58.0% | +7.3% |
| 3Y | +45.8% | -74.4% | +120.2% | +4.3% |
| 5Y | +144.3% | -80.8% | +225.0% | +86.7% |
| All | +144.3% | -80.7% | +224.9% | +86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling