+579.1%
AU vs QID
-73.7%
+652.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | 0.0% |
| 7D | -4.3% | +1.3% | -5.5% | -3.8% |
| 30D | +7.3% | +2.9% | +4.4% | +8.4% |
| 3M | +26.3% | -0.7% | +27.0% | +27.3% |
| 6M | +1.8% | -29.7% | +31.4% | -4.5% |
| YTD | +26.8% | -27.9% | +54.7% | +20.1% |
| 1Y | +66.7% | -34.6% | +101.3% | +56.1% |
| 3Y | +579.1% | -73.5% | +652.6% | +493.1% |
| All | +579.1% | -73.7% | +652.8% | +493.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling