+447.1%
BE vs QID
-76.9%
+524.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.7% | -3.2% |
| 7D | -13.4% | +1.8% | -15.1% | -9.6% |
| 30D | -33.9% | +21.6% | -55.5% | -17.9% |
| 3M | -12.0% | +12.6% | -24.6% | +4.3% |
| 6M | -29.0% | +6.9% | -35.9% | -12.4% |
| YTD | +113.4% | -20.5% | +133.9% | +119.8% |
| 1Y | +33.2% | -18.1% | +51.3% | +44.5% |
| 3Y | +1,659.2% | -70.7% | +1,729.9% | +1,030.4% |
| All | +447.1% | -76.9% | +524.0% | +314.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling