-77.0%
QID vs AMBA
-69.7%
-7.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +1.9% |
| 7D | -7.1% | +2.7% | -9.8% | -5.7% |
| 30D | +12.6% | -2.2% | +14.8% | +13.3% |
| 3M | +14.2% | -26.6% | +40.9% | +2.2% |
| 6M | +6.2% | -26.8% | +33.0% | +1.8% |
| YTD | -21.8% | -15.1% | -6.7% | -16.5% |
| 1Y | -23.1% | -32.3% | +9.1% | -25.6% |
| 3Y | -71.3% | +19.8% | -91.1% | -52.0% |
| All | -77.0% | -69.7% | -7.3% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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