-11.0%
QID vs BRKR
+47.8%
-58.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -9.0% | +21.7% | +10.4% |
| 7D | +20.2% | -6.4% | +26.6% | +19.0% |
| 30D | +35.3% | -4.0% | +39.3% | +35.1% |
| 3M | +21.3% | +10.7% | +10.6% | +25.2% |
| 6M | +6.7% | +53.0% | -46.3% | +27.0% |
| YTD | -13.6% | +23.6% | -37.2% | +0.2% |
| 1Y | -11.0% | +45.0% | -56.0% | +9.4% |
| All | -11.0% | +47.8% | -58.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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