-26.3%
LOW vs QID
-34.8%
+8.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | 0.0% |
| 7D | -3.7% | +1.3% | -5.0% | -3.6% |
| 30D | -8.9% | +2.9% | -11.8% | -8.6% |
| 3M | -10.4% | -0.7% | -9.7% | -10.1% |
| 6M | -19.4% | -29.7% | +10.3% | -24.0% |
| YTD | -17.1% | -27.9% | +10.8% | -21.9% |
| 1Y | -26.3% | -34.6% | +8.3% | -30.6% |
| All | -26.3% | -34.8% | +8.5% | -30.6% |
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