-23.1%
QID vs BEN
+65.1%
-88.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.9% |
| 7D | -7.1% | +6.8% | -13.9% | -2.3% |
| 30D | +12.6% | +18.0% | -5.3% | +27.2% |
| 3M | +14.2% | +7.5% | +6.8% | +22.1% |
| 6M | +6.2% | +14.7% | -8.5% | +19.2% |
| YTD | -21.8% | +56.1% | -77.9% | +10.6% |
| 1Y | -23.1% | +69.6% | -92.7% | +17.0% |
| All | -23.1% | +65.1% | -88.2% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling