+368.5%
PSX vs QID
-80.7%
+449.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.7% |
| 7D | +1.8% | -1.9% | +3.8% | +1.5% |
| 30D | +21.6% | +1.7% | +19.9% | +22.0% |
| 3M | +46.5% | -3.9% | +50.4% | +45.8% |
| 6M | +62.0% | -30.0% | +92.0% | +52.4% |
| YTD | +106.3% | -28.2% | +134.5% | +95.2% |
| 1Y | +103.0% | -35.6% | +138.6% | +88.4% |
| 3Y | +135.5% | -74.3% | +209.8% | +91.9% |
| 5Y | +368.5% | -80.8% | +449.3% | +280.8% |
| All | +368.5% | -80.7% | +449.2% | +280.8% |
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 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