+486.8%
ASX vs QID
-76.9%
+563.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -0.3% |
| 7D | +12.4% | -7.1% | +19.5% | +7.8% |
| 30D | -19.8% | +12.6% | -32.4% | -9.5% |
| 3M | -10.3% | +14.2% | -24.6% | +3.3% |
| 6M | +1.2% | +6.2% | -5.0% | +18.0% |
| YTD | +123.0% | -21.8% | +144.8% | +124.2% |
| 1Y | +145.4% | -23.1% | +168.6% | +145.9% |
| 3Y | +368.6% | -71.3% | +439.9% | +224.4% |
| All | +486.8% | -76.9% | +563.7% | +342.0% |
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