+73.6%
IWD vs QID
-80.7%
+154.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.7% |
| 7D | -0.2% | -2.7% | +2.6% | -0.8% |
| 30D | -0.8% | +1.8% | -2.6% | -0.3% |
| 3M | +8.0% | -2.2% | +10.2% | +8.2% |
| 6M | +18.2% | -32.1% | +50.3% | +8.7% |
| YTD | +22.3% | -28.6% | +50.9% | +14.3% |
| 1Y | +28.9% | -36.3% | +65.2% | +17.5% |
| 3Y | +71.5% | -74.4% | +145.9% | +30.5% |
| 5Y | +73.6% | -80.8% | +154.4% | +30.0% |
| All | +73.6% | -80.7% | +154.3% | +30.0% |
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