+1,091.6%
ATI vs QID
-99.1%
+1,190.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.3% | -6.0% | -2.6% |
| 7D | -2.7% | +2.7% | -5.5% | -1.5% |
| 30D | -13.5% | +3.3% | -16.8% | -12.0% |
| 3M | +8.5% | -5.5% | +14.1% | +7.8% |
| 6M | +25.2% | -28.4% | +53.6% | +11.6% |
| YTD | +73.4% | -26.6% | +100.0% | +57.2% |
| 1Y | +160.5% | -34.1% | +194.6% | +127.7% |
| 3Y | +347.3% | -73.7% | +421.0% | +195.3% |
| 5Y | +1,049.0% | -80.7% | +1,129.6% | +671.9% |
| All | +1,091.6% | -99.1% | +1,190.8% | +131.6% |
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