+1,533.3%
LITE vs QID
-99.0%
+1,632.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -6.8% | +17.5% | +6.0% |
| 7D | -12.9% | -0.8% | -12.1% | -11.2% |
| 30D | -46.0% | +20.1% | -66.0% | -35.8% |
| 3M | -33.0% | +11.8% | -44.8% | -23.2% |
| 6M | -34.0% | +5.5% | -39.6% | -22.9% |
| YTD | +61.7% | -21.5% | +83.3% | +60.9% |
| 1Y | +148.3% | -22.6% | +170.9% | +150.6% |
| 3Y | +1,408.5% | -72.3% | +1,480.8% | +952.0% |
| 5Y | +546.2% | -76.9% | +623.1% | +416.0% |
| 10Y | +1,533.3% | -99.0% | +1,632.3% | +117.3% |
| All | +1,533.3% | -99.0% | +1,632.4% | +117.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling