+149.4%
EWT vs QID
-80.8%
+230.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +1.2% |
| 7D | -1.1% | +1.3% | -2.4% | -0.6% |
| 30D | +4.5% | +2.9% | +1.5% | +5.8% |
| 3M | +8.3% | -0.7% | +9.0% | +10.0% |
| 6M | +54.2% | -29.7% | +83.9% | +41.7% |
| YTD | +74.6% | -27.9% | +102.4% | +62.6% |
| 1Y | +84.9% | -34.6% | +119.5% | +68.4% |
| 3Y | +197.5% | -73.5% | +271.1% | +122.0% |
| All | +149.4% | -80.8% | +230.2% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling