+25.5%
FLEX vs QID
-21.4%
+46.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.6% | +8.4% | -1.5% |
| 7D | +2.2% | -1.1% | +3.4% | +3.9% |
| 30D | -32.6% | +14.4% | -47.0% | -17.1% |
| 3M | -35.5% | +6.7% | -42.1% | -25.3% |
| 6M | -45.6% | +2.6% | -48.1% | -35.9% |
| YTD | +30.7% | -24.2% | +54.9% | +18.7% |
| All | +25.5% | -21.4% | +46.9% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling