-99.1%
QID vs ALLE
+148.2%
-247.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | -0.3% |
| 7D | -2.7% | +2.8% | -5.5% | -0.4% |
| 30D | +1.8% | -7.6% | +9.4% | -4.8% |
| 3M | -2.2% | +22.8% | -24.9% | +17.4% |
| 6M | -32.1% | +4.6% | -36.7% | -28.7% |
| YTD | -28.6% | -1.2% | -27.4% | -28.6% |
| 1Y | -36.3% | -9.1% | -27.2% | -40.8% |
| 3Y | -74.4% | +50.0% | -124.4% | -58.6% |
| 5Y | -80.8% | +15.2% | -96.0% | -70.5% |
| 10Y | -99.1% | +151.1% | -250.2% | -96.5% |
| All | -99.1% | +148.2% | -247.4% | -96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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