+1,428.5%
IBKR vs QID
-100.0%
+1,528.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +1.4% |
| 7D | -1.3% | +1.3% | -2.6% | -0.8% |
| 30D | -0.2% | +2.9% | -3.2% | +1.4% |
| 3M | +3.0% | -0.7% | +3.7% | +4.2% |
| 6M | +33.9% | -29.7% | +63.5% | +19.2% |
| YTD | +42.5% | -27.9% | +70.4% | +29.4% |
| 1Y | +44.9% | -34.6% | +79.4% | +28.0% |
| 3Y | +293.0% | -73.5% | +366.5% | +166.1% |
| 5Y | +497.7% | -81.0% | +578.7% | +307.1% |
| 10Y | +1,004.4% | -99.2% | +1,103.5% | +141.9% |
| All | +1,428.5% | -100.0% | +1,528.5% | +12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling