+55.2%
EWT vs QID
-21.1%
+76.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -2.4% |
| 7D | -10.9% | +9.8% | -20.7% | -4.8% |
| 30D | -17.7% | +18.9% | -36.6% | -6.7% |
| 3M | -5.0% | +9.6% | -14.6% | +2.7% |
| 6M | +7.4% | -7.8% | +15.2% | +9.0% |
| YTD | +52.8% | -23.3% | +76.1% | +41.7% |
| 1Y | +55.2% | -22.0% | +77.2% | +45.9% |
| All | +55.2% | -21.1% | +76.3% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling