+626.9%
FLEX vs QID
-99.0%
+725.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -1.9% |
| 7D | -13.6% | +1.8% | -15.4% | -11.2% |
| 30D | -36.5% | +21.6% | -58.1% | -26.4% |
| 3M | -36.4% | +12.6% | -49.1% | -28.8% |
| 6M | -46.5% | +6.9% | -53.4% | -39.0% |
| YTD | +25.9% | -20.5% | +46.5% | +26.5% |
| 1Y | +19.6% | -18.1% | +37.6% | +23.1% |
| 3Y | +287.0% | -70.7% | +357.7% | +172.3% |
| 5Y | +466.6% | -77.2% | +543.9% | +329.7% |
| 10Y | +626.9% | -99.0% | +726.0% | +63.8% |
| All | +626.9% | -99.0% | +725.9% | +63.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling