-77.4%
PATH vs QID
-76.4%
-1.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.8% | +6.7% | -4.9% |
| 7D | -2.7% | -0.8% | -1.9% | -2.7% |
| 30D | -3.7% | +20.1% | -23.8% | +10.9% |
| 3M | -13.8% | +11.8% | -25.6% | -5.1% |
| 6M | +20.3% | +5.5% | +14.8% | +28.8% |
| YTD | -20.8% | -21.5% | +0.7% | -31.3% |
| 1Y | -9.2% | -22.6% | +13.4% | -21.5% |
| 3Y | -21.8% | -72.3% | +50.5% | -64.2% |
| 5Y | -77.4% | -76.9% | -0.5% | -87.3% |
| All | -77.4% | -76.4% | -1.0% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling