+34.7%
MAS vs QID
-12.3%
+47.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +12.7% | -16.2% | -0.8% |
| 7D | +4.6% | +20.2% | -15.7% | +8.8% |
| 30D | +19.9% | +35.3% | -15.4% | +28.5% |
| 3M | +8.9% | +21.3% | -12.4% | +13.7% |
| 6M | +20.2% | +6.7% | +13.4% | +21.8% |
| YTD | +33.9% | -13.6% | +47.5% | +26.7% |
| 1Y | +34.7% | -11.0% | +45.6% | +28.4% |
| All | +34.7% | -12.3% | +47.0% | +28.4% |
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