+327.1%
NET vs QID
-73.9%
+401.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.2% |
| 7D | -7.0% | -0.6% | -6.3% | -7.2% |
| 30D | -4.8% | 0.0% | -4.8% | -4.1% |
| 3M | +3.8% | +3.7% | +0.1% | +9.6% |
| 6M | +50.0% | -29.9% | +79.9% | +21.3% |
| YTD | +41.5% | -28.8% | +70.3% | +17.1% |
| 1Y | +32.8% | -37.2% | +70.0% | +3.0% |
| All | +327.1% | -73.9% | +401.0% | +106.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling