+516.5%
PL vs QID
-71.4%
+587.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.3% | +1.6% |
| 7D | +10.0% | -7.1% | +17.2% | +4.1% |
| 30D | -2.3% | +12.6% | -14.9% | +12.0% |
| 3M | -44.2% | +14.2% | -58.4% | -34.3% |
| 6M | -66.1% | +6.2% | -72.3% | -59.6% |
| YTD | -30.0% | -21.8% | -8.2% | -32.6% |
| 1Y | +21.0% | -23.1% | +44.2% | +15.6% |
| 3Y | +516.5% | -71.3% | +587.8% | +255.1% |
| All | +516.5% | -71.4% | +587.9% | +255.1% |
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