+488.5%
NDAQ vs QID
-99.0%
+587.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | +0.6% |
| 7D | +1.3% | -7.1% | +8.4% | -0.9% |
| 30D | +18.0% | +12.6% | +5.3% | +22.8% |
| 3M | +11.5% | +14.2% | -2.7% | +17.0% |
| 6M | +21.1% | +6.2% | +14.9% | +24.9% |
| YTD | +12.8% | -21.8% | +34.6% | +6.5% |
| 1Y | +25.7% | -23.1% | +48.8% | +18.2% |
| 3Y | +116.8% | -71.3% | +188.1% | +57.6% |
| 5Y | +67.3% | -77.0% | +144.2% | +27.9% |
| All | +488.5% | -99.0% | +587.5% | +99.0% |
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