+98.0%
NI vs QID
-80.2%
+178.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.4% |
| 7D | -0.6% | +2.7% | -3.3% | -0.3% |
| 30D | -1.4% | +3.3% | -4.7% | -1.0% |
| 3M | -10.6% | -5.5% | -5.1% | -10.9% |
| 6M | -9.9% | -28.4% | +18.5% | -12.9% |
| YTD | +1.2% | -26.6% | +27.7% | -1.8% |
| 1Y | +4.4% | -34.1% | +38.5% | +0.3% |
| 3Y | +68.6% | -73.7% | +142.3% | +47.3% |
| 5Y | +98.0% | -80.7% | +178.7% | +63.9% |
| All | +98.0% | -80.2% | +178.2% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling