+211.9%
B vs QID
-99.1%
+311.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.2% |
| 7D | +1.0% | -1.9% | +3.0% | +0.7% |
| 30D | +9.5% | +1.7% | +7.8% | +9.9% |
| 3M | +14.3% | -3.9% | +18.2% | +14.4% |
| 6M | -1.9% | -30.0% | +28.1% | -5.9% |
| YTD | +4.1% | -28.2% | +32.3% | +0.5% |
| 1Y | +56.1% | -35.6% | +91.8% | +49.1% |
| 3Y | +202.0% | -74.3% | +276.3% | +161.4% |
| 5Y | +158.8% | -80.8% | +239.6% | +122.4% |
| 10Y | +211.9% | -99.2% | +311.1% | +80.3% |
| All | +211.9% | -99.1% | +311.0% | +80.3% |
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