+43.9%
BNY vs QID
-21.1%
+65.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.0% |
| 7D | +2.8% | +9.8% | -7.0% | +4.6% |
| 30D | +6.7% | +18.9% | -12.2% | +10.3% |
| 3M | -2.2% | +9.6% | -11.8% | -0.3% |
| 6M | +16.8% | -7.8% | +24.6% | +13.9% |
| YTD | +33.9% | -23.3% | +57.2% | +23.6% |
| 1Y | +43.9% | -22.0% | +65.9% | +34.1% |
| All | +43.9% | -21.1% | +65.0% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling