-58.5%
QID vs BIYA
-99.8%
+41.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -1.9% | +2.7% | -4.7% | -1.9% |
| 30D | +1.7% | -16.7% | +18.4% | +1.8% |
| 3M | -3.9% | -74.6% | +70.7% | -3.3% |
| 6M | -30.0% | -85.4% | +55.4% | -29.9% |
| YTD | -28.2% | -94.2% | +66.0% | -28.8% |
| 1Y | -35.6% | -98.6% | +62.9% | -38.4% |
| All | -58.5% | -99.8% | +41.3% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling