+9.8%
CG vs QID
-80.7%
+90.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.0% |
| 7D | -1.3% | -2.7% | +1.5% | -2.8% |
| 30D | -3.2% | +1.8% | -5.0% | -1.9% |
| 3M | +6.2% | -2.2% | +8.4% | +6.6% |
| 6M | -4.7% | -32.1% | +27.5% | -22.0% |
| YTD | -20.6% | -28.6% | +8.0% | -32.3% |
| 1Y | -26.4% | -36.3% | +10.0% | -40.7% |
| 3Y | +55.4% | -74.4% | +129.8% | -13.3% |
| 5Y | +9.8% | -80.8% | +90.6% | -31.4% |
| All | +9.8% | -80.7% | +90.5% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling