+469.1%
P vs QID
-99.2%
+568.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.1% | +1.9% |
| 7D | -23.8% | +9.4% | -33.2% | -17.7% |
| 30D | -36.6% | +31.2% | -67.9% | -21.9% |
| 3M | +10.9% | +17.4% | -6.5% | +28.6% |
| 6M | +30.0% | +8.4% | +21.6% | +49.8% |
| YTD | +44.4% | -15.8% | +60.2% | +46.6% |
| 1Y | +3.9% | -16.3% | +20.3% | +6.3% |
| 3Y | +176.6% | -70.4% | +247.0% | +89.2% |
| 5Y | +249.3% | -74.8% | +324.1% | +178.6% |
| 10Y | +726.9% | -99.0% | +825.9% | +78.4% |
| All | +469.1% | -99.2% | +568.4% | +20.3% |
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 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