-99.1%
QID vs DAR
+311.7%
-410.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +3.1% |
| 7D | -7.1% | +11.6% | -18.7% | -2.0% |
| 30D | +12.6% | -10.2% | +22.9% | +7.9% |
| 3M | +14.2% | -14.8% | +29.1% | +6.8% |
| 6M | +6.2% | -10.1% | +16.3% | +2.5% |
| YTD | -21.8% | +55.5% | -77.3% | -1.3% |
| 1Y | -23.1% | +61.7% | -84.8% | -0.7% |
| 3Y | -71.3% | +37.2% | -108.5% | -62.3% |
| 5Y | -77.0% | -26.9% | -50.1% | -75.3% |
| All | -99.1% | +311.7% | -410.8% | -96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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