-81.4%
PATH vs QID
-83.9%
+2.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -0.3% |
| 7D | -2.3% | +1.8% | -4.0% | -0.5% |
| 30D | -4.8% | +21.6% | -26.4% | +10.5% |
| 3M | -17.7% | +12.6% | -30.3% | -9.0% |
| 6M | +18.9% | +6.9% | +12.0% | +28.4% |
| YTD | -21.7% | -20.5% | -1.2% | -31.4% |
| 1Y | -9.6% | -18.1% | +8.4% | -18.3% |
| 3Y | -25.8% | -70.7% | +44.9% | -64.0% |
| 5Y | -77.1% | -77.2% | +0.1% | -86.9% |
| All | -81.4% | -83.9% | +2.5% | -91.2% |
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 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