-18.7%
OPEN vs QID
-73.9%
+55.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -1.9% |
| 7D | -2.9% | -1.9% | -1.0% | -4.4% |
| 30D | -13.8% | +1.7% | -15.5% | -12.1% |
| 3M | -30.9% | -3.9% | -27.0% | -30.8% |
| 6M | -40.9% | -30.0% | -11.0% | -53.2% |
| YTD | -48.5% | -28.2% | -20.3% | -57.7% |
| 1Y | -50.9% | -35.6% | -15.3% | -61.4% |
| All | -18.7% | -73.9% | +55.2% | -64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling