-50.9%
OPEN vs QID
-35.9%
-15.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -1.8% |
| 7D | -2.9% | -1.9% | -1.0% | -4.6% |
| 30D | -13.8% | +1.7% | -15.5% | -11.9% |
| 3M | -30.9% | -3.9% | -27.0% | -31.2% |
| 6M | -40.9% | -30.0% | -11.0% | -57.5% |
| YTD | -48.5% | -28.2% | -20.3% | -61.1% |
| 1Y | -50.9% | -35.6% | -15.3% | -66.4% |
| All | -50.9% | -35.9% | -15.0% | -66.4% |
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