+927.2%
NI vs QID
-100.0%
+1,027.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.3% |
| 7D | +2.3% | -2.7% | +5.0% | +1.6% |
| 30D | -1.7% | +1.8% | -3.5% | -1.2% |
| 3M | -8.0% | -2.2% | -5.8% | -8.0% |
| 6M | -8.6% | -32.1% | +23.5% | -16.2% |
| YTD | +2.3% | -28.6% | +30.9% | -4.7% |
| 1Y | +6.9% | -36.3% | +43.3% | -2.8% |
| 3Y | +70.6% | -74.4% | +145.0% | +28.0% |
| 5Y | +96.4% | -80.8% | +177.2% | +47.6% |
| 10Y | +136.1% | -99.1% | +235.3% | -17.7% |
| All | +927.2% | -100.0% | +1,027.2% | +53.7% |
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 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