+26.2%
MAR vs QID
-38.2%
+64.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -4.2% | -0.6% | -3.5% | -4.2% |
| 30D | -6.7% | 0.0% | -6.7% | -6.6% |
| 3M | -12.5% | +3.7% | -16.2% | -11.2% |
| 6M | +0.6% | -29.9% | +30.4% | -7.2% |
| YTD | +9.1% | -28.8% | +37.9% | +1.0% |
| 1Y | +26.2% | -37.2% | +63.4% | +8.8% |
| All | +26.2% | -38.2% | +64.4% | +8.8% |
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