+115.0%
ILMN vs QID
-36.4%
+151.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.2% |
| 7D | +1.9% | -2.7% | +4.6% | +1.2% |
| 30D | +12.3% | +1.8% | +10.5% | +12.9% |
| 3M | +33.5% | -2.2% | +35.7% | +33.4% |
| 6M | +69.4% | -32.1% | +101.5% | +53.0% |
| YTD | +60.9% | -28.6% | +89.5% | +48.7% |
| 1Y | +115.0% | -36.3% | +151.3% | +74.3% |
| All | +115.0% | -36.4% | +151.4% | +74.3% |
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 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