+8.6%
FOXA vs QID
-38.2%
+46.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.4% |
| 7D | -4.0% | -0.6% | -3.3% | -4.0% |
| 30D | +12.0% | 0.0% | +12.0% | +12.0% |
| 3M | +0.3% | +3.7% | -3.5% | +0.7% |
| 6M | +12.5% | -29.9% | +42.3% | +10.2% |
| YTD | -9.6% | -28.8% | +19.1% | -11.2% |
| 1Y | +8.6% | -37.2% | +45.8% | -3.7% |
| All | +8.6% | -38.2% | +46.8% | -3.7% |
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