-99.1%
QID vs GEN
+157.3%
-256.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.7% |
| 7D | +2.7% | -4.3% | +7.1% | +0.5% |
| 30D | +3.3% | +3.8% | -0.4% | +5.5% |
| 3M | -5.5% | +22.3% | -27.8% | +5.0% |
| 6M | -28.4% | +39.0% | -67.4% | -13.5% |
| YTD | -26.6% | +11.9% | -38.5% | -20.4% |
| 1Y | -34.1% | +4.5% | -38.6% | -31.0% |
| 3Y | -73.7% | +59.0% | -132.7% | -62.8% |
| 5Y | -80.7% | +22.0% | -102.7% | -73.6% |
| All | -99.1% | +157.3% | -256.4% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling