+73.2%
BHP vs QID
-73.3%
+146.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.6% | -4.5% |
| 7D | -3.7% | +2.7% | -6.5% | -2.7% |
| 30D | -0.8% | +3.3% | -4.2% | +0.4% |
| 3M | +7.6% | -5.5% | +13.1% | +6.9% |
| 6M | +20.8% | -28.4% | +49.2% | +11.1% |
| YTD | +50.8% | -26.6% | +77.3% | +40.4% |
| 1Y | +70.9% | -34.1% | +105.0% | +55.1% |
| All | +73.2% | -73.3% | +146.5% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling