+197.9%
PAAS vs QID
-99.1%
+297.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.7% | -4.0% |
| 7D | -7.0% | -11.8% | +4.8% | -10.1% |
| 30D | -15.3% | +14.2% | -29.5% | -11.3% |
| 3M | -27.7% | +8.8% | -36.5% | -25.1% |
| 6M | -40.5% | +1.5% | -42.0% | -38.4% |
| YTD | -26.5% | -23.8% | -2.7% | -28.6% |
| 1Y | -0.8% | -22.0% | +21.2% | -2.6% |
| 3Y | +196.9% | -71.9% | +268.8% | +140.1% |
| 5Y | +49.2% | -77.6% | +126.7% | +22.8% |
| All | +197.9% | -99.1% | +297.0% | +24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling