-99.1%
QID vs GEN
+152.9%
-252.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.4% | +0.2% | +3.7% |
| 7D | -7.1% | +2.0% | -9.2% | -6.2% |
| 30D | +12.6% | +27.7% | -15.1% | +26.6% |
| 3M | +14.2% | +3.3% | +11.0% | +16.1% |
| 6M | +6.2% | +31.8% | -25.6% | +22.9% |
| YTD | -21.8% | +13.5% | -35.3% | -14.7% |
| 1Y | -23.1% | +16.0% | -39.2% | -15.2% |
| 3Y | -71.3% | +70.6% | -141.9% | -58.3% |
| 5Y | -77.0% | +32.1% | -109.1% | -67.5% |
| All | -99.1% | +152.9% | -252.0% | -97.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling