+31.6%
Q vs QID
-18.9%
+50.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -6.8% | +13.8% | +0.8% |
| 7D | +8.4% | -0.8% | +9.2% | +9.1% |
| 30D | -1.2% | +20.1% | -21.3% | +20.3% |
| 3M | -9.3% | +11.8% | -21.1% | +4.5% |
| 6M | -15.0% | +5.5% | -20.5% | -1.4% |
| YTD | +53.5% | -21.5% | +75.0% | +38.2% |
| 1Y | +35.9% | -22.6% | +58.5% | +23.0% |
| All | +31.6% | -18.9% | +50.4% | +23.1% |
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