+9.8%
O vs QID
-21.0%
+30.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.6% |
| 7D | -0.4% | -11.8% | +11.4% | +0.8% |
| 30D | +8.3% | +14.2% | -5.9% | +6.4% |
| 3M | -4.0% | +8.8% | -12.8% | -5.2% |
| 6M | -2.6% | +1.5% | -4.1% | -3.6% |
| YTD | +9.9% | -23.8% | +33.7% | +9.0% |
| 1Y | +9.8% | -22.0% | +31.8% | +9.3% |
| All | +9.8% | -21.0% | +30.9% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling