+244.8%
NEE vs QID
-99.2%
+344.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.5% |
| 7D | -1.3% | +1.3% | -2.6% | -1.1% |
| 30D | -3.3% | +2.9% | -6.3% | -2.7% |
| 3M | -2.3% | -0.7% | -1.5% | -2.0% |
| 6M | -8.9% | -29.7% | +20.8% | -14.6% |
| YTD | +4.8% | -27.9% | +32.6% | -1.2% |
| 1Y | +18.7% | -34.6% | +53.3% | +10.1% |
| 3Y | +33.2% | -73.5% | +106.8% | +3.9% |
| 5Y | +10.9% | -81.0% | +91.9% | -13.7% |
| All | +244.8% | -99.2% | +344.0% | +57.7% |
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