+18.3%
NOW vs QID
-73.9%
+92.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.1% |
| 7D | -2.4% | -0.6% | -1.8% | -2.6% |
| 30D | +20.5% | 0.0% | +20.5% | +20.8% |
| 3M | +18.3% | +3.7% | +14.6% | +22.0% |
| 6M | +24.1% | -29.9% | +53.9% | +6.3% |
| YTD | -7.8% | -28.8% | +21.0% | -20.0% |
| 1Y | -21.4% | -37.2% | +15.8% | -35.7% |
| All | +18.3% | -73.9% | +92.2% | -30.3% |
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