+1,585.5%
EXPE vs QID
-100.0%
+1,685.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.9% |
| 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% | +34.8% |
| 6M | +35.2% | -29.9% | +65.0% | +13.9% |
| YTD | +5.8% | -28.8% | +34.6% | -9.2% |
| 1Y | +38.7% | -37.2% | +75.8% | +12.5% |
| 3Y | +175.8% | -73.7% | +249.5% | +60.5% |
| 5Y | +111.8% | -80.7% | +192.6% | +30.0% |
| 10Y | +179.7% | -99.1% | +278.8% | -58.1% |
| All | +1,585.5% | -100.0% | +1,685.5% | -40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling