+26.7%
Q vs QID
-26.3%
+53.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +1.4% |
| 7D | +0.2% | -0.6% | +0.9% | -0.2% |
| 30D | -11.1% | 0.0% | -11.1% | -10.7% |
| 3M | -22.1% | +3.7% | -25.8% | -14.1% |
| 6M | +0.5% | -29.9% | +30.3% | -22.1% |
| YTD | +47.8% | -28.8% | +76.6% | +17.7% |
| All | +26.7% | -26.3% | +53.1% | +4.8% |
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