-35.6%
QID vs EXR
-2.8%
-32.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.4% |
| 7D | -1.9% | -3.1% | +1.1% | -2.0% |
| 30D | +1.7% | -7.5% | +9.2% | +1.5% |
| 3M | -3.9% | -7.5% | +3.6% | -4.0% |
| 6M | -30.0% | -5.2% | -24.8% | -28.0% |
| YTD | -28.2% | +6.5% | -34.7% | -26.5% |
| 1Y | -35.6% | -2.0% | -33.6% | -33.3% |
| All | -35.6% | -2.8% | -32.8% | -33.3% |
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