+144.5%
ASX vs QID
-21.0%
+165.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.6% | -3.4% |
| 7D | +22.1% | -11.8% | +33.9% | +7.3% |
| 30D | -23.8% | +14.2% | -38.0% | -6.5% |
| 3M | -7.6% | +8.8% | -16.4% | +9.4% |
| 6M | +6.9% | +1.5% | +5.4% | +28.5% |
| YTD | +127.7% | -23.8% | +151.5% | +129.4% |
| 1Y | +144.5% | -22.0% | +166.5% | +152.5% |
| All | +144.5% | -21.0% | +165.5% | +152.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling