+812.6%
PH vs QID
-99.1%
+911.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.5% |
| 7D | 0.0% | -1.9% | +1.9% | -0.8% |
| 30D | -10.3% | +1.7% | -12.0% | -9.6% |
| 3M | +5.1% | -3.9% | +9.0% | +4.5% |
| 6M | +2.3% | -30.0% | +32.3% | -10.3% |
| YTD | +8.7% | -28.2% | +36.9% | -3.3% |
| 1Y | +26.8% | -35.6% | +62.4% | +8.3% |
| 3Y | +139.2% | -74.3% | +213.5% | +54.6% |
| 5Y | +251.1% | -80.8% | +331.9% | +134.8% |
| 10Y | +812.6% | -99.2% | +911.7% | +114.9% |
| All | +812.6% | -99.1% | +911.7% | +114.9% |
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