+842.6%
ASX vs QID
-99.0%
+941.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -6.8% | +15.5% | +4.9% |
| 7D | -12.3% | -0.8% | -11.5% | -10.6% |
| 30D | -26.0% | +20.1% | -46.1% | -15.2% |
| 3M | -8.1% | +11.8% | -19.9% | +2.4% |
| 6M | +1.4% | +5.5% | -4.1% | +15.3% |
| YTD | +115.6% | -21.5% | +137.1% | +116.5% |
| 1Y | +128.0% | -22.6% | +150.6% | +129.0% |
| 3Y | +371.4% | -72.3% | +443.7% | +236.7% |
| 5Y | +469.4% | -76.9% | +546.3% | +352.1% |
| 10Y | +842.6% | -99.0% | +941.7% | +167.3% |
| All | +842.6% | -99.0% | +941.7% | +167.3% |
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