+273.0%
EMR vs QID
-99.2%
+372.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +1.9% |
| 7D | -0.4% | +1.3% | -1.7% | +0.1% |
| 30D | -6.8% | +2.9% | -9.7% | -5.6% |
| 3M | +7.5% | -0.7% | +8.2% | +8.4% |
| 6M | +9.9% | -29.7% | +39.5% | -0.7% |
| YTD | +16.0% | -27.9% | +43.8% | +6.4% |
| 1Y | +12.4% | -34.6% | +47.0% | +0.5% |
| 3Y | +60.2% | -73.5% | +133.8% | +14.3% |
| 5Y | +67.9% | -81.0% | +148.9% | +20.3% |
| All | +273.0% | -99.2% | +372.2% | +10.6% |
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