-34.1%
QID vs BB
+101.1%
-135.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.0% | +1.6% |
| 7D | +2.7% | -2.1% | +4.8% | +2.2% |
| 30D | +3.3% | -16.0% | +19.4% | -0.8% |
| 3M | -5.5% | -14.5% | +9.0% | -7.4% |
| 6M | -28.4% | +118.6% | -147.0% | -7.0% |
| YTD | -26.6% | +98.9% | -125.5% | -6.6% |
| 1Y | -34.1% | +99.5% | -133.6% | -19.2% |
| All | -34.1% | +101.1% | -135.2% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling