+563.0%
BTI vs QID
-100.0%
+663.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.3% |
| 7D | -1.4% | -2.7% | +1.4% | -2.0% |
| 30D | -7.0% | +1.8% | -8.8% | -6.6% |
| 3M | -6.3% | -2.2% | -4.2% | -6.6% |
| 6M | -2.0% | -32.1% | +30.2% | -10.0% |
| YTD | +0.2% | -28.6% | +28.8% | -6.7% |
| 1Y | +3.8% | -36.3% | +40.1% | -5.7% |
| 3Y | +112.1% | -74.4% | +186.5% | +58.7% |
| 5Y | +113.6% | -80.8% | +194.4% | +59.6% |
| 10Y | +69.6% | -99.1% | +168.7% | -41.8% |
| All | +563.0% | -100.0% | +663.0% | -5.1% |
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 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