-99.1%
QID vs BRKR
+155.3%
-254.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.9% |
| 7D | +1.3% | -8.7% | +9.9% | -3.6% |
| 30D | +2.9% | -9.9% | +12.8% | -2.5% |
| 3M | -0.7% | -3.1% | +2.4% | -0.4% |
| 6M | -29.7% | +45.5% | -75.2% | -6.7% |
| YTD | -27.9% | +13.7% | -41.6% | -16.9% |
| 1Y | -34.6% | +67.4% | -102.0% | -2.0% |
| 3Y | -73.5% | -13.2% | -60.3% | -71.0% |
| 5Y | -81.0% | -39.5% | -41.5% | -80.9% |
| All | -99.1% | +155.3% | -254.5% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling