+2.6%
NOW vs QID
-80.7%
+83.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -4.8% |
| 7D | -6.1% | -2.7% | -3.3% | -7.4% |
| 30D | +7.5% | +1.8% | +5.7% | +8.8% |
| 3M | +17.5% | -2.2% | +19.7% | +16.7% |
| 6M | +7.9% | -32.1% | +40.1% | -12.6% |
| YTD | -12.4% | -28.6% | +16.2% | -26.5% |
| 1Y | -28.6% | -36.3% | +7.8% | -43.6% |
| 3Y | +11.8% | -74.4% | +86.2% | -42.2% |
| 5Y | +2.6% | -80.8% | +83.4% | -37.2% |
| All | +2.6% | -80.7% | +83.3% | -37.2% |
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