-99.1%
QID vs BUD
-2.1%
-97.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +3.2% |
| 7D | -7.1% | +1.0% | -8.2% | -6.6% |
| 30D | +12.6% | +6.7% | +6.0% | +16.4% |
| 3M | +14.2% | +5.7% | +8.5% | +17.5% |
| 6M | +6.2% | +5.8% | +0.4% | +9.1% |
| YTD | -21.8% | +34.4% | -56.2% | -6.5% |
| 1Y | -23.1% | +33.3% | -56.4% | -8.5% |
| 3Y | -71.3% | +48.8% | -120.1% | -62.2% |
| 5Y | -77.0% | +52.5% | -129.5% | -65.7% |
| All | -99.1% | -2.1% | -97.0% | -98.6% |
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