-87.4%
OPEN vs QID
-93.2%
+5.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.6% | +8.8% | -0.2% |
| 7D | -31.1% | -1.1% | -29.9% | -31.2% |
| 30D | -34.7% | +14.4% | -49.1% | -24.3% |
| 3M | -61.9% | +6.7% | -68.5% | -58.2% |
| 6M | -71.9% | +2.6% | -74.4% | -69.0% |
| YTD | -76.6% | -24.2% | -52.4% | -80.2% |
| 1Y | -83.9% | -22.3% | -61.6% | -85.7% |
| 3Y | -34.4% | -72.0% | +37.7% | -73.4% |
| 5Y | -93.9% | -78.2% | -15.8% | -96.7% |
| All | -87.4% | -93.2% | +5.8% | -95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling