+10.3%
P vs QID
-19.3%
+29.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | +0.4% |
| 7D | -13.3% | +1.8% | -15.1% | -9.4% |
| 30D | -34.0% | +21.6% | -55.6% | -16.6% |
| 3M | +4.1% | +12.6% | -8.5% | +24.1% |
| 6M | +30.5% | +6.9% | +23.6% | +56.2% |
| YTD | +52.2% | -20.5% | +72.7% | +45.9% |
| 1Y | +10.3% | -18.1% | +28.4% | +10.8% |
| All | +10.3% | -19.3% | +29.5% | +10.8% |
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 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