+605.8%
MSCI vs QID
-99.1%
+704.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -3.7% |
| 7D | -2.1% | -2.7% | +0.7% | -3.2% |
| 30D | -1.7% | +1.8% | -3.5% | -0.9% |
| 3M | -8.2% | -2.2% | -6.1% | -8.8% |
| 6M | -2.4% | -32.1% | +29.7% | -17.3% |
| YTD | -2.8% | -28.6% | +25.8% | -15.2% |
| 1Y | -2.7% | -36.3% | +33.7% | -19.1% |
| 3Y | +7.3% | -74.4% | +81.7% | -37.2% |
| 5Y | -11.4% | -80.8% | +69.3% | -44.5% |
| 10Y | +605.8% | -99.1% | +704.9% | +42.6% |
| All | +605.8% | -99.1% | +704.9% | +42.6% |
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 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