-80.8%
QID vs BUD
+45.2%
-125.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | -0.1% |
| 7D | -2.7% | +0.8% | -3.5% | -2.3% |
| 30D | +1.8% | -4.8% | +6.6% | -0.7% |
| 3M | -2.2% | +1.4% | -3.5% | -1.4% |
| 6M | -32.1% | +9.9% | -42.0% | -27.7% |
| YTD | -28.6% | +26.3% | -54.9% | -17.3% |
| 1Y | -36.3% | +36.1% | -72.5% | -22.8% |
| 3Y | -74.4% | +48.6% | -123.0% | -65.2% |
| 5Y | -80.8% | +45.0% | -125.8% | -70.2% |
| All | -80.8% | +45.2% | -125.9% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling