-80.8%
QID vs EXR
-10.8%
-70.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.2% |
| 7D | -2.7% | -0.7% | -2.1% | -3.1% |
| 30D | +1.8% | -6.9% | +8.7% | -2.3% |
| 3M | -2.2% | -3.0% | +0.8% | -4.1% |
| 6M | -32.1% | -2.9% | -29.2% | -32.9% |
| YTD | -28.6% | +9.3% | -37.9% | -23.8% |
| 1Y | -36.3% | -0.9% | -35.4% | -36.2% |
| 3Y | -74.4% | +24.7% | -99.1% | -67.2% |
| 5Y | -80.8% | -11.7% | -69.1% | -78.9% |
| All | -80.8% | -10.8% | -70.0% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling