+913.4%
ASX vs QID
-99.1%
+1,012.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.2% |
| 7D | +6.3% | -2.7% | +9.0% | +4.8% |
| 30D | +6.4% | +1.8% | +4.6% | +7.8% |
| 3M | +13.1% | -2.2% | +15.3% | +16.5% |
| 6M | +90.3% | -32.1% | +122.4% | +68.1% |
| YTD | +149.6% | -28.6% | +178.2% | +128.0% |
| 1Y | +249.2% | -36.3% | +285.5% | +206.5% |
| 3Y | +445.9% | -74.4% | +520.3% | +259.9% |
| 5Y | +477.7% | -80.8% | +558.5% | +304.1% |
| 10Y | +913.4% | -99.1% | +1,012.5% | +165.1% |
| All | +913.4% | -99.1% | +1,012.5% | +165.1% |
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