-74.4%
QID vs GEN
+57.7%
-132.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | -0.9% |
| 7D | -2.7% | -0.7% | -2.0% | -3.0% |
| 30D | +1.8% | +2.6% | -0.9% | +3.2% |
| 3M | -2.2% | +15.8% | -17.9% | +4.6% |
| 6M | -32.1% | +33.1% | -65.3% | -21.1% |
| YTD | -28.6% | +11.3% | -39.9% | -24.3% |
| 1Y | -36.3% | +1.7% | -38.0% | -35.8% |
| 3Y | -74.4% | +58.1% | -132.5% | -64.3% |
| All | -74.4% | +57.7% | -132.2% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling