+1,055.1%
ASX vs QID
-99.1%
+1,154.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.6% | +11.2% | +4.1% |
| 7D | +0.8% | -1.1% | +2.0% | +2.7% |
| 30D | -20.4% | +14.4% | -34.8% | -11.0% |
| 3M | -2.1% | +6.7% | -8.8% | +6.4% |
| 6M | +8.2% | +2.6% | +5.6% | +21.3% |
| YTD | +137.3% | -24.2% | +161.5% | +134.3% |
| 1Y | +155.0% | -22.3% | +177.3% | +156.5% |
| 3Y | +397.9% | -72.0% | +470.0% | +256.5% |
| 5Y | +529.2% | -78.2% | +607.4% | +386.4% |
| All | +1,055.1% | -99.1% | +1,154.2% | +226.5% |
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