-16.3%
QID vs AS
+0.9%
-17.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.4% |
| 7D | +9.4% | +6.9% | +2.5% | +12.1% |
| 30D | +31.2% | +16.0% | +15.2% | +38.8% |
| 3M | +17.4% | -12.8% | +30.3% | +11.4% |
| 6M | +8.4% | -15.4% | +23.8% | +2.3% |
| YTD | -15.8% | -15.7% | 0.0% | -16.8% |
| 1Y | -16.3% | +6.1% | -22.4% | -12.5% |
| All | -16.3% | +0.9% | -17.2% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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