+180.5%
PL vs QID
-38.2%
+218.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.6% |
| 7D | -9.3% | -0.6% | -8.7% | -9.9% |
| 30D | -18.9% | 0.0% | -18.9% | -18.6% |
| 3M | -58.4% | +3.7% | -62.1% | -53.7% |
| 6M | -30.3% | -29.9% | -0.5% | -39.1% |
| YTD | -8.1% | -28.8% | +20.7% | -17.7% |
| 1Y | +180.5% | -37.2% | +217.7% | +117.5% |
| All | +180.5% | -38.2% | +218.7% | +117.5% |
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