-36.3%
QID vs EXPD
+55.4%
-91.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | 0.0% |
| 7D | -2.7% | -0.9% | -1.8% | -2.9% |
| 30D | +1.8% | +4.1% | -2.3% | +2.6% |
| 3M | -2.2% | +13.8% | -15.9% | +0.5% |
| 6M | -32.1% | +27.3% | -59.4% | -28.8% |
| YTD | -28.6% | +25.4% | -54.0% | -25.7% |
| 1Y | -36.3% | +54.4% | -90.7% | -34.3% |
| All | -36.3% | +55.4% | -91.8% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EXPD 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling