-81.0%
QID vs BRKR
-39.7%
-41.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.9% |
| 7D | +1.3% | -8.7% | +9.9% | -2.5% |
| 30D | +2.9% | -9.9% | +12.8% | -1.1% |
| 3M | -0.7% | -3.1% | +2.4% | +0.2% |
| 6M | -29.7% | +45.5% | -75.2% | -11.3% |
| YTD | -27.9% | +13.7% | -41.6% | -18.5% |
| 1Y | -34.6% | +67.4% | -102.0% | -8.4% |
| 3Y | -73.5% | -13.2% | -60.3% | -70.7% |
| All | -81.0% | -39.7% | -41.3% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling