+476.4%
BHP vs QID
-99.2%
+575.6%
-44.3%
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% | -0.9% |
| 7D | -3.6% | +1.3% | -4.9% | -3.1% |
| 30D | -1.2% | +2.9% | -4.1% | -0.1% |
| 3M | +1.2% | -0.7% | +1.9% | +2.1% |
| 6M | +21.4% | -29.7% | +51.1% | +10.4% |
| YTD | +50.4% | -27.9% | +78.3% | +38.7% |
| 1Y | +67.5% | -34.6% | +102.1% | +50.5% |
| 3Y | +72.8% | -73.5% | +146.3% | +21.3% |
| 5Y | +112.6% | -81.0% | +193.6% | +50.1% |
| All | +476.4% | -99.2% | +575.6% | +46.1% |
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