+107.4%
EXPE vs QID
-80.7%
+188.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.8% |
| 7D | -9.5% | -0.6% | -8.9% | -9.8% |
| 30D | -6.6% | 0.0% | -6.6% | -6.6% |
| 3M | +31.4% | +3.7% | +27.7% | +34.7% |
| 6M | +35.2% | -29.9% | +65.0% | +15.1% |
| YTD | +5.8% | -28.8% | +34.6% | -8.3% |
| 1Y | +38.7% | -37.2% | +75.8% | +14.0% |
| 3Y | +175.8% | -73.7% | +249.5% | +64.3% |
| All | +107.4% | -80.7% | +188.2% | +28.4% |
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