+816.3%
CI vs QID
-100.0%
+916.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.4% |
| 7D | +1.3% | -0.6% | +1.9% | +1.1% |
| 30D | +4.4% | 0.0% | +4.4% | +4.5% |
| 3M | +0.7% | +3.7% | -3.1% | +2.3% |
| 6M | +0.3% | -29.9% | +30.2% | -10.6% |
| YTD | +3.8% | -28.8% | +32.6% | -6.8% |
| 1Y | -5.5% | -37.2% | +31.7% | -18.4% |
| 3Y | +8.1% | -73.7% | +81.8% | -29.6% |
| 5Y | +42.8% | -80.7% | +123.5% | -8.1% |
| 10Y | +143.9% | -99.1% | +243.0% | -49.0% |
| All | +816.3% | -100.0% | +916.3% | -52.6% |
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