-99.1%
QID vs AEE
+191.1%
-290.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.8% |
| 7D | +1.3% | -0.8% | +2.0% | +0.8% |
| 30D | +2.9% | -2.9% | +5.9% | +1.2% |
| 3M | -0.7% | -2.4% | +1.7% | -2.3% |
| 6M | -29.7% | -2.7% | -27.0% | -31.0% |
| YTD | -27.9% | +7.3% | -35.1% | -24.7% |
| 1Y | -34.6% | +7.5% | -42.1% | -31.6% |
| 3Y | -73.5% | +46.2% | -119.7% | -65.6% |
| 5Y | -81.0% | +39.7% | -120.7% | -74.7% |
| All | -99.1% | +191.1% | -290.3% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling