-99.1%
QID vs BUD
-4.5%
-94.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.3% | -5.9% |
| 7D | -1.1% | +0.5% | -1.6% | -1.0% |
| 30D | +14.4% | +7.4% | +7.0% | +18.6% |
| 3M | +6.7% | +4.3% | +2.4% | +8.9% |
| 6M | +2.6% | +5.3% | -2.7% | +5.2% |
| YTD | -24.2% | +33.2% | -57.4% | -9.8% |
| 1Y | -22.3% | +31.8% | -54.1% | -8.1% |
| 3Y | -72.0% | +47.8% | -119.8% | -63.3% |
| 5Y | -78.2% | +50.2% | -128.3% | -67.8% |
| 10Y | -99.1% | -4.8% | -94.3% | -98.7% |
| All | -99.1% | -4.5% | -94.6% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling