+805.1%
NUE vs QID
-100.0%
+905.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.6% |
| 7D | +1.8% | -2.7% | +4.5% | +0.4% |
| 30D | -6.0% | +1.8% | -7.7% | -4.9% |
| 3M | +1.4% | -2.2% | +3.6% | +1.2% |
| 6M | +52.8% | -32.1% | +85.0% | +28.4% |
| YTD | +58.1% | -28.6% | +86.7% | +36.8% |
| 1Y | +80.4% | -36.3% | +116.7% | +48.6% |
| 3Y | +62.3% | -74.4% | +136.7% | -7.0% |
| 5Y | +146.2% | -80.8% | +227.0% | +45.6% |
| 10Y | +549.5% | -99.1% | +648.6% | -16.2% |
| All | +805.1% | -100.0% | +905.0% | -80.8% |
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