-98.8%
QID vs FND
+56.5%
-155.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.3% |
| 7D | +1.3% | -5.8% | +7.0% | -1.5% |
| 30D | +2.9% | -20.2% | +23.2% | -7.3% |
| 3M | -0.7% | -12.0% | +11.2% | -5.3% |
| 6M | -29.7% | -18.5% | -11.2% | -33.9% |
| YTD | -27.9% | -22.3% | -5.6% | -33.1% |
| 1Y | -34.6% | -47.6% | +13.1% | -49.7% |
| 3Y | -73.5% | -49.8% | -23.8% | -77.3% |
| 5Y | -81.0% | -63.0% | -18.0% | -81.7% |
| All | -98.8% | +56.5% | -155.3% | -97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling