+15.0%
PL vs QID
-22.5%
+37.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | -3.8% |
| 7D | +13.4% | -1.1% | +14.5% | +14.4% |
| 30D | -10.2% | +14.4% | -24.5% | +5.1% |
| 3M | -39.5% | +6.7% | -46.2% | -32.6% |
| 6M | -65.7% | +2.6% | -68.3% | -59.6% |
| YTD | -27.3% | -24.2% | -3.1% | -25.0% |
| 1Y | +15.0% | -22.3% | +37.3% | +19.4% |
| All | +15.0% | -22.5% | +37.5% | +19.4% |
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