+31,416.6%
AVGO vs QID
-100.0%
+31,516.6%
-48.3%
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 | -3.0% | -0.6% | -2.3% | -3.4% |
| 30D | -14.4% | 0.0% | -14.4% | -14.2% |
| 3M | -14.4% | +3.7% | -18.2% | -9.3% |
| 6M | +13.1% | -29.9% | +43.0% | -3.8% |
| YTD | +3.8% | -28.8% | +32.6% | -10.0% |
| 1Y | +17.8% | -37.2% | +55.0% | -3.0% |
| 3Y | +325.3% | -73.7% | +399.0% | +162.8% |
| 5Y | +689.9% | -80.7% | +770.7% | +416.6% |
| 10Y | +2,597.0% | -99.1% | +2,696.1% | +332.7% |
| All | +31,416.6% | -100.0% | +31,516.6% | +1,300.8% |
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