-16.3%
NOW vs QID
-70.5%
+54.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -1.5% |
| 7D | -3.0% | +9.4% | -12.4% | +1.3% |
| 30D | -26.0% | +31.2% | -57.3% | -16.0% |
| 3M | -13.1% | +17.4% | -30.5% | -5.4% |
| 6M | +14.5% | +8.4% | +6.1% | +21.0% |
| YTD | -33.4% | -15.8% | -17.7% | -37.1% |
| 1Y | -40.6% | -16.3% | -24.3% | -43.8% |
| 3Y | -16.3% | -70.4% | +54.1% | -48.0% |
| All | -16.3% | -70.5% | +54.2% | -48.0% |
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