-34.6%
QID vs AEIS
+81.9%
-116.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.7% | +0.2% |
| 7D | +1.3% | +2.3% | -1.0% | +2.3% |
| 30D | +2.9% | -14.8% | +17.8% | -2.8% |
| 3M | -0.7% | -15.6% | +14.9% | -2.9% |
| 6M | -29.7% | -8.7% | -21.0% | -26.3% |
| YTD | -27.9% | +37.3% | -65.2% | -9.8% |
| 1Y | -34.6% | +80.3% | -114.9% | -8.4% |
| All | -34.6% | +81.9% | -116.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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