-22.0%
QID vs BBWI
+2.4%
-24.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -5.9% | -1.3% |
| 7D | +9.8% | +8.8% | +1.0% | +10.9% |
| 30D | +18.9% | +34.8% | -15.9% | +23.7% |
| 3M | +9.6% | +12.9% | -3.3% | +11.3% |
| 6M | -7.8% | +29.6% | -37.4% | -3.4% |
| YTD | -23.3% | +20.8% | -44.1% | -20.0% |
| 1Y | -22.0% | +4.1% | -26.1% | -20.1% |
| All | -22.0% | +2.4% | -24.4% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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