+3,278.4%
ASX vs QID
-100.0%
+3,378.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | 0.0% |
| 7D | -0.7% | -0.6% | -0.1% | -1.0% |
| 30D | +2.0% | 0.0% | +2.0% | +2.3% |
| 3M | -1.3% | +3.7% | -5.1% | +5.3% |
| 6M | +71.4% | -29.9% | +101.3% | +54.3% |
| YTD | +135.3% | -28.8% | +164.1% | +115.0% |
| 1Y | +267.5% | -37.2% | +304.7% | +221.2% |
| 3Y | +388.5% | -73.7% | +462.2% | +226.0% |
| 5Y | +417.1% | -80.7% | +497.8% | +264.6% |
| 10Y | +872.7% | -99.1% | +971.9% | +121.4% |
| All | +3,278.4% | -100.0% | +3,378.3% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling