+189.5%
PAAS vs QID
-100.0%
+289.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -5.4% |
| 7D | +4.2% | +1.8% | +2.4% | +5.3% |
| 30D | -13.8% | +21.6% | -35.4% | -7.2% |
| 3M | -22.7% | +12.6% | -35.4% | -18.6% |
| 6M | -32.1% | +6.9% | -39.0% | -28.3% |
| YTD | -22.3% | -20.5% | -1.8% | -24.1% |
| 1Y | +7.7% | -18.1% | +25.7% | +6.7% |
| 3Y | +214.0% | -70.7% | +284.7% | +142.3% |
| 5Y | +63.2% | -77.2% | +140.5% | +29.3% |
| 10Y | +185.5% | -99.0% | +284.5% | -5.7% |
| All | +189.5% | -100.0% | +289.5% | -67.2% |
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