-99.2%
QID vs DRI
+348.4%
-447.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | -0.3% |
| 7D | -1.9% | -4.8% | +2.9% | -4.3% |
| 30D | +1.7% | -3.9% | +5.6% | -0.2% |
| 3M | -3.9% | +5.1% | -9.0% | -1.5% |
| 6M | -30.0% | +5.5% | -35.5% | -27.8% |
| YTD | -28.2% | +16.5% | -44.7% | -21.9% |
| 1Y | -35.6% | +2.0% | -37.6% | -34.5% |
| 3Y | -74.3% | +54.5% | -128.8% | -65.8% |
| 5Y | -80.8% | +66.6% | -147.4% | -70.2% |
| 10Y | -99.2% | +353.6% | -452.8% | -97.8% |
| All | -99.2% | +348.4% | -447.6% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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