+911.5%
BE vs QID
-97.7%
+1,009.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +7.1% |
| 7D | +20.0% | -0.6% | +20.6% | +19.5% |
| 30D | +7.9% | 0.0% | +7.9% | +8.6% |
| 3M | -13.2% | +3.7% | -16.9% | -3.4% |
| 6M | +53.5% | -29.9% | +83.3% | +32.3% |
| YTD | +191.0% | -28.8% | +219.8% | +158.4% |
| 1Y | +360.5% | -37.2% | +397.7% | +294.0% |
| 3Y | +1,568.0% | -73.7% | +1,641.7% | +830.7% |
| 5Y | +1,055.2% | -80.7% | +1,135.9% | +635.0% |
| All | +911.5% | -97.7% | +1,009.2% | +176.3% |
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 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