+930.3%
ATI vs QID
-99.0%
+1,029.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.3% | -2.5% |
| 7D | +4.2% | -7.1% | +11.3% | +1.1% |
| 30D | -2.5% | +12.6% | -15.2% | +4.5% |
| 3M | -19.4% | +14.2% | -33.7% | -12.7% |
| 6M | +11.1% | +6.2% | +4.9% | +18.9% |
| YTD | +59.5% | -21.8% | +81.3% | +51.5% |
| 1Y | +85.8% | -23.1% | +108.9% | +75.8% |
| 3Y | +311.9% | -71.3% | +383.2% | +185.6% |
| 5Y | +963.2% | -77.0% | +1,040.2% | +686.4% |
| All | +930.3% | -99.0% | +1,029.4% | +112.0% |
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 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