-99.1%
QID vs AGI
+392.3%
-491.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.7% |
| 7D | +1.3% | -2.7% | +4.0% | +0.9% |
| 30D | +2.9% | +7.2% | -4.3% | +4.1% |
| 3M | -0.7% | +4.3% | -5.0% | +0.5% |
| 6M | -29.7% | -27.1% | -2.6% | -31.4% |
| YTD | -27.9% | -6.6% | -21.3% | -26.9% |
| 1Y | -34.6% | +9.5% | -44.1% | -31.9% |
| 3Y | -73.5% | +208.4% | -282.0% | -68.1% |
| 5Y | -81.0% | +401.6% | -482.6% | -75.5% |
| All | -99.1% | +392.3% | -491.5% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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