-80.8%
QID vs BB
-25.5%
-55.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | -0.1% |
| 7D | -1.9% | +1.8% | -3.8% | -1.2% |
| 30D | +1.7% | -12.2% | +13.9% | -2.8% |
| 3M | -3.9% | -12.3% | +8.4% | -5.6% |
| 6M | -30.0% | +122.7% | -152.7% | +3.8% |
| YTD | -28.2% | +104.5% | -132.7% | +3.2% |
| 1Y | -35.6% | +106.7% | -142.3% | -5.4% |
| 3Y | -74.3% | +70.0% | -144.2% | -60.3% |
| 5Y | -80.8% | -27.8% | -53.0% | -74.1% |
| All | -80.8% | -25.5% | -55.3% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling