-42.6%
INTU vs QID
-76.4%
+33.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.8% | +5.9% | -4.0% |
| 7D | -3.9% | -0.8% | -3.2% | -4.1% |
| 30D | +11.7% | +20.1% | -8.3% | +21.6% |
| 3M | +4.5% | +11.8% | -7.3% | +10.2% |
| 6M | -13.9% | +5.5% | -19.4% | -11.6% |
| YTD | -48.2% | -21.5% | -26.7% | -54.0% |
| 1Y | -47.1% | -22.6% | -24.5% | -53.2% |
| 3Y | -32.5% | -72.3% | +39.8% | -63.3% |
| 5Y | -42.6% | -76.9% | +34.3% | -62.7% |
| All | -42.6% | -76.4% | +33.9% | -62.7% |
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