-21.8%
PATH vs QID
-70.5%
+48.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -1.4% |
| 7D | -5.3% | +9.4% | -14.7% | -0.4% |
| 30D | -0.5% | +31.2% | -31.8% | +15.5% |
| 3M | -7.1% | +17.4% | -24.6% | +2.3% |
| 6M | +23.8% | +8.4% | +15.4% | +32.2% |
| YTD | -20.7% | -15.8% | -4.9% | -25.9% |
| 1Y | -8.1% | -16.3% | +8.3% | -13.9% |
| 3Y | -21.8% | -70.4% | +48.6% | -58.3% |
| All | -21.8% | -70.5% | +48.7% | -58.3% |
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