+38.6%
EXPE vs QID
-76.9%
+115.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -1.5% |
| 7D | -11.2% | +1.8% | -13.0% | -9.4% |
| 30D | -7.5% | +21.6% | -29.1% | +2.2% |
| 3M | -19.1% | +12.6% | -31.7% | -13.7% |
| 6M | +10.7% | +6.9% | +3.8% | +16.1% |
| YTD | -9.9% | -20.5% | +10.6% | -17.2% |
| 1Y | -4.6% | -18.1% | +13.5% | -10.5% |
| 3Y | +116.8% | -70.7% | +187.5% | +34.4% |
| 5Y | +38.6% | -77.2% | +115.8% | -9.7% |
| All | +38.6% | -76.9% | +115.5% | -9.7% |
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