+99.2%
PSA vs QID
-99.1%
+198.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.4% |
| 7D | -3.6% | +2.7% | -6.4% | -3.2% |
| 30D | -9.4% | +3.3% | -12.7% | -8.8% |
| 3M | -8.2% | -5.5% | -2.7% | -8.8% |
| 6M | -1.8% | -28.4% | +26.6% | -6.8% |
| YTD | +15.7% | -26.6% | +42.3% | +10.5% |
| 1Y | +6.3% | -34.1% | +40.4% | -0.2% |
| 3Y | +21.6% | -73.7% | +95.3% | -0.7% |
| 5Y | +13.5% | -80.7% | +94.1% | -7.7% |
| All | +99.2% | -99.1% | +198.4% | +8.5% |
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 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