-99.1%
QID vs BEN
+56.7%
-155.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.7% | +1.4% |
| 7D | +2.7% | +0.3% | +2.4% | +3.0% |
| 30D | +3.3% | +0.9% | +2.4% | +4.2% |
| 3M | -5.5% | +9.2% | -14.7% | +1.6% |
| 6M | -28.4% | +36.8% | -65.2% | -8.0% |
| YTD | -26.6% | +44.4% | -70.9% | -1.3% |
| 1Y | -34.1% | +45.8% | -80.0% | -10.1% |
| 3Y | -73.7% | +52.5% | -126.2% | -58.5% |
| 5Y | -80.7% | +37.7% | -118.3% | -64.9% |
| All | -99.1% | +56.7% | -155.8% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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