-81.2%
PATH vs QID
-82.9%
+1.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -1.8% |
| 7D | -5.3% | +9.4% | -14.7% | +1.4% |
| 30D | -0.5% | +31.2% | -31.8% | +21.7% |
| 3M | -7.1% | +17.4% | -24.6% | +5.7% |
| 6M | +23.8% | +8.4% | +15.4% | +34.6% |
| YTD | -20.7% | -15.8% | -4.9% | -27.6% |
| 1Y | -8.1% | -16.3% | +8.3% | -15.9% |
| 3Y | -21.8% | -70.4% | +48.6% | -62.0% |
| 5Y | -76.8% | -74.8% | -2.1% | -85.9% |
| All | -81.2% | -82.9% | +1.8% | -90.7% |
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 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