+36.2%
EMB vs QID
-99.0%
+135.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | +0.1% |
| 7D | -0.9% | -7.1% | +6.2% | -1.7% |
| 30D | +0.4% | +12.6% | -12.3% | +2.0% |
| 3M | -3.1% | +14.2% | -17.4% | -1.3% |
| 6M | -2.1% | +6.2% | -8.2% | -0.7% |
| YTD | -1.1% | -21.8% | +20.7% | -3.0% |
| 1Y | -0.1% | -23.1% | +23.1% | -2.1% |
| 3Y | +29.6% | -71.3% | +100.9% | +15.2% |
| 5Y | +7.2% | -77.0% | +84.2% | -4.0% |
| All | +36.2% | -99.0% | +135.2% | -8.6% |
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 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