+158.7%
P vs QID
-74.5%
+233.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.9% |
| 7D | +7.8% | -2.7% | +10.6% | +5.5% |
| 30D | +12.3% | +1.8% | +10.5% | +14.2% |
| 3M | +37.1% | -2.2% | +39.3% | +40.4% |
| 6M | +66.1% | -32.1% | +98.2% | +28.9% |
| YTD | +50.9% | -28.6% | +79.5% | +25.1% |
| 1Y | +27.2% | -36.3% | +63.5% | -1.3% |
| 3Y | +158.7% | -74.4% | +233.1% | +35.3% |
| All | +158.7% | -74.5% | +233.2% | +35.3% |
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 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