+167.1%
NXT vs QID
-81.7%
+248.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.6% | 0.0% |
| 7D | -2.6% | +2.7% | -5.3% | -1.1% |
| 30D | -22.4% | +3.3% | -25.8% | -20.8% |
| 3M | -27.3% | -5.5% | -21.8% | -26.9% |
| 6M | -28.5% | -28.4% | -0.1% | -35.0% |
| YTD | -6.6% | -26.6% | +19.9% | -13.4% |
| 1Y | +20.4% | -34.1% | +54.5% | +8.8% |
| 3Y | +90.9% | -73.7% | +164.6% | +25.7% |
| All | +167.1% | -81.7% | +248.8% | +53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling