-99.1%
QID vs BBWI
-55.0%
-44.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | +0.1% |
| 7D | +1.3% | -4.8% | +6.1% | -0.1% |
| 30D | +2.9% | +3.5% | -0.5% | +4.4% |
| 3M | -0.7% | -0.3% | -0.4% | +0.1% |
| 6M | -29.7% | -5.4% | -24.3% | -29.2% |
| YTD | -27.9% | -4.7% | -23.1% | -26.5% |
| 1Y | -34.6% | -30.5% | -4.1% | -38.4% |
| 3Y | -73.5% | -44.3% | -29.2% | -74.2% |
| 5Y | -81.0% | -66.9% | -14.1% | -81.7% |
| All | -99.1% | -55.0% | -44.2% | -98.7% |
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