-22.0%
QID vs BUD
+38.4%
-60.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.0% |
| 7D | +9.8% | +3.3% | +6.5% | +9.6% |
| 30D | +18.9% | +11.8% | +7.1% | +19.1% |
| 3M | +9.6% | -1.1% | +10.7% | +9.2% |
| 6M | -7.8% | +14.9% | -22.7% | -5.5% |
| YTD | -23.3% | +32.6% | -55.9% | -19.6% |
| 1Y | -22.0% | +37.2% | -59.2% | -17.5% |
| All | -22.0% | +38.4% | -60.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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