+19.6%
FLEX vs QID
-19.3%
+38.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -1.2% |
| 7D | -13.6% | +1.8% | -15.4% | -9.7% |
| 30D | -36.5% | +21.6% | -58.1% | -16.3% |
| 3M | -36.4% | +12.6% | -49.1% | -21.8% |
| 6M | -46.5% | +6.9% | -53.4% | -34.0% |
| YTD | +25.9% | -20.5% | +46.5% | +20.4% |
| 1Y | +19.6% | -18.1% | +37.6% | +20.1% |
| All | +19.6% | -19.3% | +38.8% | +20.1% |
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 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