+281.3%
P vs QID
-80.8%
+362.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.2% |
| 7D | +6.5% | -0.6% | +7.2% | +6.2% |
| 30D | +18.8% | 0.0% | +18.8% | +19.1% |
| 3M | +26.7% | +3.7% | +23.0% | +35.4% |
| 6M | +62.2% | -29.9% | +92.0% | +37.2% |
| YTD | +48.5% | -28.8% | +77.3% | +29.2% |
| 1Y | +26.4% | -37.2% | +63.6% | +4.1% |
| 3Y | +159.4% | -73.7% | +233.1% | +61.4% |
| All | +281.3% | -80.8% | +362.0% | +162.7% |
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 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