+132.5%
GOOGL vs QID
-80.7%
+213.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.0% |
| 7D | -1.9% | -1.9% | +0.1% | -2.8% |
| 30D | -7.5% | +1.7% | -9.2% | -6.6% |
| 3M | -9.2% | -3.9% | -5.3% | -9.6% |
| 6M | +8.1% | -30.0% | +38.1% | -7.1% |
| YTD | +5.8% | -28.2% | +34.1% | -7.4% |
| 1Y | +38.3% | -35.6% | +74.0% | +16.0% |
| 3Y | +144.8% | -74.3% | +219.0% | +44.7% |
| 5Y | +132.5% | -80.8% | +213.4% | +43.3% |
| All | +132.5% | -80.7% | +213.2% | +43.3% |
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