+668.0%
BE vs QID
-97.4%
+765.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.6% | -7.5% | -2.8% |
| 7D | +10.8% | -7.1% | +18.0% | +5.8% |
| 30D | -19.8% | +12.6% | -32.4% | -7.2% |
| 3M | -18.7% | +14.2% | -33.0% | -3.1% |
| 6M | -33.7% | +6.2% | -39.9% | -19.1% |
| YTD | +121.0% | -21.8% | +142.7% | +125.6% |
| 1Y | +85.4% | -23.1% | +108.5% | +91.3% |
| 3Y | +1,709.5% | -71.3% | +1,780.8% | +1,041.4% |
| 5Y | +462.2% | -77.0% | +539.2% | +330.7% |
| All | +668.0% | -97.4% | +765.4% | +141.2% |
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 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