+99.6%
PSX vs QID
-38.2%
+137.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +4.5% | -0.6% | +5.2% | +4.6% |
| 30D | +26.6% | 0.0% | +26.6% | +26.6% |
| 3M | +39.3% | +3.7% | +35.5% | +38.3% |
| 6M | +56.8% | -29.9% | +86.7% | +61.6% |
| YTD | +101.8% | -28.8% | +130.6% | +107.1% |
| 1Y | +99.6% | -37.2% | +136.8% | +127.8% |
| All | +99.6% | -38.2% | +137.8% | +127.8% |
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