-83.6%
OPEN vs QID
-80.7%
-2.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.3% |
| 7D | +1.0% | -2.7% | +3.7% | -1.8% |
| 30D | -11.9% | +1.8% | -13.7% | -9.8% |
| 3M | -28.8% | -2.2% | -26.6% | -27.7% |
| 6M | -38.6% | -32.1% | -6.5% | -56.0% |
| YTD | -47.3% | -28.6% | -18.8% | -59.6% |
| 1Y | -49.2% | -36.3% | -12.9% | -63.7% |
| 3Y | -18.8% | -74.4% | +55.6% | -72.5% |
| 5Y | -83.6% | -80.8% | -2.8% | -92.3% |
| All | -83.6% | -80.7% | -2.9% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling