-47.1%
OPEN vs QID
-38.2%
-9.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.3% |
| 7D | -4.3% | -0.6% | -3.6% | -4.7% |
| 30D | -16.2% | 0.0% | -16.2% | -15.7% |
| 3M | -36.4% | +3.7% | -40.1% | -30.5% |
| 6M | -35.5% | -29.9% | -5.6% | -53.1% |
| YTD | -46.0% | -28.8% | -17.2% | -59.3% |
| 1Y | -47.1% | -37.2% | -10.0% | -60.9% |
| All | -47.1% | -38.2% | -9.0% | -60.9% |
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