+25.7%
C vs QID
-20.9%
+46.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.7% | +0.9% |
| 7D | +4.2% | -7.1% | +11.3% | +1.7% |
| 30D | +2.0% | +12.6% | -10.7% | +7.1% |
| 3M | -10.1% | +14.2% | -24.4% | -4.8% |
| 6M | +1.0% | +6.2% | -5.2% | +4.7% |
| YTD | +8.5% | -21.8% | +30.3% | -4.0% |
| 1Y | +25.7% | -23.1% | +48.9% | +11.0% |
| All | +25.7% | -20.9% | +46.6% | +11.0% |
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