-41.7%
INTU vs QID
-80.7%
+39.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.0% |
| 7D | -7.5% | -2.7% | -4.8% | -8.7% |
| 30D | -1.9% | +1.8% | -3.7% | -1.0% |
| 3M | +4.9% | -2.2% | +7.0% | +3.9% |
| 6M | -33.2% | -32.1% | -1.1% | -45.2% |
| YTD | -51.4% | -28.6% | -22.8% | -58.7% |
| 1Y | -52.0% | -36.3% | -15.7% | -61.4% |
| 3Y | -40.7% | -74.4% | +33.7% | -68.5% |
| 5Y | -41.7% | -80.8% | +39.0% | -65.4% |
| All | -41.7% | -80.7% | +39.0% | -65.4% |
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