+417.9%
GE vs QID
-80.7%
+498.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.7% |
| 7D | -1.2% | -1.9% | +0.7% | -1.9% |
| 30D | -11.3% | +1.7% | -13.0% | -10.7% |
| 3M | -1.4% | -3.9% | +2.5% | -1.8% |
| 6M | +1.2% | -30.0% | +31.2% | -9.2% |
| YTD | +5.9% | -28.2% | +34.2% | -3.7% |
| 1Y | +18.4% | -35.6% | +54.0% | +4.3% |
| 3Y | +271.0% | -74.3% | +345.3% | +160.5% |
| 5Y | +417.9% | -80.8% | +498.8% | +266.9% |
| All | +417.9% | -80.7% | +498.6% | +266.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling