-8.1%
PATH vs QID
-13.7%
+5.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -0.7% |
| 7D | -5.3% | +9.4% | -14.7% | -2.8% |
| 30D | -0.5% | +31.2% | -31.8% | +7.2% |
| 3M | -7.1% | +17.4% | -24.6% | -2.3% |
| 6M | +23.8% | +8.4% | +15.4% | +29.0% |
| YTD | -20.7% | -15.8% | -4.9% | -21.9% |
| 1Y | -8.1% | -16.3% | +8.3% | -8.6% |
| All | -8.1% | -13.7% | +5.6% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling