-80.8%
QID vs GEN
+22.3%
-103.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | -1.2% |
| 7D | -2.7% | -0.7% | -2.0% | -3.0% |
| 30D | +1.8% | +2.6% | -0.9% | +3.5% |
| 3M | -2.2% | +15.8% | -17.9% | +6.2% |
| 6M | -32.1% | +33.1% | -65.3% | -18.9% |
| YTD | -28.6% | +11.3% | -39.9% | -23.0% |
| 1Y | -36.3% | +1.7% | -38.0% | -35.0% |
| 3Y | -74.4% | +58.1% | -132.5% | -62.6% |
| 5Y | -80.8% | +20.6% | -101.4% | -72.8% |
| All | -80.8% | +22.3% | -103.1% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling