+779.7%
MSCI vs QID
-99.0%
+878.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.8% | +7.7% | -2.0% |
| 7D | +1.5% | -0.8% | +2.2% | +1.6% |
| 30D | +14.4% | +20.1% | -5.7% | +24.3% |
| 3M | +15.2% | +11.8% | +3.4% | +21.8% |
| 6M | +11.2% | +5.5% | +5.7% | +15.0% |
| YTD | +13.9% | -21.5% | +35.5% | +4.2% |
| 1Y | +12.5% | -22.6% | +35.1% | +2.4% |
| 3Y | +32.3% | -72.3% | +104.6% | -20.1% |
| 5Y | +4.9% | -76.9% | +81.8% | -28.5% |
| 10Y | +779.7% | -99.0% | +878.7% | +87.0% |
| All | +779.7% | -99.0% | +878.7% | +87.0% |
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 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