+31.9%
DIS vs QID
-99.0%
+130.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +1.5% |
| 7D | +1.9% | -7.1% | +9.0% | -0.4% |
| 30D | +9.2% | +12.6% | -3.5% | +14.1% |
| 3M | +13.5% | +14.2% | -0.7% | +19.3% |
| 6M | +14.3% | +6.2% | +8.1% | +18.0% |
| YTD | +5.4% | -21.8% | +27.2% | -1.2% |
| 1Y | +12.2% | -23.1% | +35.3% | +4.7% |
| 3Y | +37.2% | -71.3% | +108.5% | -2.9% |
| 5Y | -23.1% | -77.0% | +53.9% | -42.7% |
| All | +31.9% | -99.0% | +130.9% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling