-23.1%
QID vs EXR
+25.3%
-48.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | -7.1% | -0.4% | -6.7% | -7.1% |
| 30D | +12.6% | +18.2% | -5.6% | +12.2% |
| 3M | +14.2% | +7.3% | +6.9% | +13.6% |
| 6M | +6.2% | +13.8% | -7.6% | +7.1% |
| YTD | -21.8% | +25.9% | -47.7% | -20.2% |
| 1Y | -23.1% | +25.8% | -48.9% | -21.4% |
| All | -23.1% | +25.3% | -48.4% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling