+250.9%
PAAS vs QID
-74.8%
+325.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.5% |
| 7D | -2.9% | -0.6% | -2.3% | -3.1% |
| 30D | +6.8% | 0.0% | +6.8% | +7.0% |
| 3M | -2.9% | +3.7% | -6.6% | +0.5% |
| 6M | -16.4% | -29.9% | +13.4% | -24.0% |
| YTD | 0.0% | -28.8% | +28.8% | -8.0% |
| 1Y | +54.3% | -37.2% | +91.5% | +37.8% |
| All | +250.9% | -74.8% | +325.7% | +165.8% |
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 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