+415.3%
PR vs QID
-80.8%
+496.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.7% |
| 7D | +2.9% | -0.6% | +3.5% | +2.7% |
| 30D | +18.0% | 0.0% | +18.0% | +18.0% |
| 3M | +16.9% | +3.7% | +13.1% | +19.0% |
| 6M | +28.2% | -29.9% | +58.1% | +14.3% |
| YTD | +69.3% | -28.8% | +98.1% | +52.0% |
| 1Y | +69.5% | -37.2% | +106.7% | +45.7% |
| 3Y | +81.7% | -73.7% | +155.4% | +23.8% |
| All | +415.3% | -80.8% | +496.0% | +296.2% |
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