-99.6%
QID vs FIVN
+292.8%
-392.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.1% | +6.4% | -1.9% |
| 7D | -2.7% | -8.2% | +5.5% | -5.6% |
| 30D | +1.8% | -8.1% | +9.9% | -0.8% |
| 3M | -2.2% | +34.9% | -37.1% | +10.9% |
| 6M | -32.1% | +72.6% | -104.8% | -13.7% |
| YTD | -28.6% | +55.8% | -84.3% | -11.4% |
| 1Y | -36.3% | +17.1% | -53.5% | -28.2% |
| 3Y | -74.4% | -54.3% | -20.1% | -77.0% |
| 5Y | -80.8% | -81.6% | +0.8% | -84.7% |
| 10Y | -99.1% | +109.2% | -208.3% | -98.3% |
| All | -99.6% | +292.8% | -392.5% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling