+1,452.5%
NDAQ vs QID
-100.0%
+1,552.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +2.0% |
| 7D | +2.9% | +1.8% | +1.1% | +4.1% |
| 30D | +17.5% | +21.6% | -4.1% | +28.9% |
| 3M | +15.4% | +12.6% | +2.8% | +22.8% |
| 6M | +24.6% | +6.9% | +17.7% | +30.3% |
| YTD | +14.4% | -20.5% | +34.9% | +5.7% |
| 1Y | +26.9% | -18.1% | +45.0% | +19.2% |
| 3Y | +119.8% | -70.7% | +190.5% | +38.6% |
| 5Y | +70.5% | -77.2% | +147.7% | +11.7% |
| 10Y | +475.8% | -99.0% | +574.8% | -10.6% |
| All | +1,452.5% | -100.0% | +1,552.5% | -55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling