+94.0%
PSX vs QID
-22.9%
+116.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.6% |
| 7D | +6.4% | -11.8% | +18.2% | +7.5% |
| 30D | -10.2% | +14.2% | -24.4% | -12.3% |
| 3M | +17.2% | +8.8% | +8.4% | +15.1% |
| 6M | +51.8% | +1.5% | +50.3% | +49.8% |
| YTD | +108.0% | -23.8% | +131.8% | +113.6% |
| All | +94.0% | -22.9% | +116.9% | +99.4% |
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