+288.6%
AZO vs QID
-99.2%
+387.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.5% |
| 7D | -3.6% | +1.3% | -4.8% | -3.3% |
| 30D | -5.6% | +2.9% | -8.5% | -5.0% |
| 3M | -6.6% | -0.7% | -5.9% | -6.6% |
| 6M | -22.5% | -29.7% | +7.2% | -27.2% |
| YTD | -15.2% | -27.9% | +12.7% | -19.8% |
| 1Y | -33.9% | -34.6% | +0.6% | -38.7% |
| 3Y | +11.8% | -73.5% | +85.3% | -11.4% |
| 5Y | +85.5% | -81.0% | +166.5% | +47.9% |
| All | +288.6% | -99.2% | +387.7% | +74.2% |
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