+155.3%
HBAN vs QID
-99.2%
+254.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.2% |
| 7D | -1.0% | +1.3% | -2.3% | -0.6% |
| 30D | -5.6% | +2.9% | -8.5% | -4.6% |
| 3M | -1.1% | -0.7% | -0.4% | -0.7% |
| 6M | +9.9% | -29.7% | +39.6% | -0.6% |
| YTD | -0.9% | -27.9% | +26.9% | -9.4% |
| 1Y | -1.4% | -34.6% | +33.2% | -12.2% |
| 3Y | +78.2% | -73.5% | +151.7% | +27.6% |
| 5Y | +37.0% | -81.0% | +118.0% | -1.0% |
| All | +155.3% | -99.2% | +254.4% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling