-99.1%
QID vs BB
+1.6%
-100.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.2% |
| 7D | +1.3% | -0.4% | +1.7% | +1.2% |
| 30D | +2.9% | -12.5% | +15.5% | -0.8% |
| 3M | -0.7% | -17.4% | +16.7% | -4.0% |
| 6M | -29.7% | +119.1% | -148.8% | -4.7% |
| YTD | -27.9% | +102.4% | -130.2% | -4.3% |
| 1Y | -34.6% | +98.2% | -132.8% | -12.5% |
| 3Y | -73.5% | +46.9% | -120.5% | -63.3% |
| 5Y | -81.0% | -26.4% | -54.6% | -73.9% |
| All | -99.1% | +1.6% | -100.7% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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