+365.6%
NDAQ vs QID
-99.1%
+464.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.7% | -1.6% |
| 7D | -6.8% | +2.7% | -9.5% | -6.0% |
| 30D | -3.2% | +3.3% | -6.5% | -2.1% |
| 3M | +6.5% | -5.5% | +12.0% | +5.1% |
| 6M | +5.7% | -28.4% | +34.1% | -3.9% |
| YTD | -4.6% | -26.6% | +21.9% | -12.2% |
| 1Y | -1.6% | -34.1% | +32.6% | -12.1% |
| 3Y | +86.4% | -73.7% | +160.1% | +31.9% |
| 5Y | +50.3% | -80.7% | +131.0% | +8.2% |
| All | +365.6% | -99.1% | +464.8% | +55.4% |
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 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