-99.1%
QID vs BBWI
-47.4%
-51.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +3.0% |
| 7D | -7.1% | +0.1% | -7.3% | -7.1% |
| 30D | +12.6% | +12.9% | -0.2% | +17.2% |
| 3M | +14.2% | +16.0% | -1.8% | +20.5% |
| 6M | +6.2% | +16.6% | -10.4% | +13.6% |
| YTD | -21.8% | +9.7% | -31.5% | -16.4% |
| 1Y | -23.1% | +1.5% | -24.6% | -18.5% |
| 3Y | -71.3% | -21.4% | -50.0% | -68.9% |
| 5Y | -77.0% | -67.6% | -9.4% | -77.8% |
| All | -99.1% | -47.4% | -51.6% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling