-77.2%
QID vs GEN
+31.7%
-108.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.6% |
| 7D | +1.8% | +1.0% | +0.8% | +2.3% |
| 30D | +21.6% | +29.1% | -7.5% | +37.2% |
| 3M | +12.6% | +2.9% | +9.7% | +13.6% |
| 6M | +6.9% | +33.6% | -26.7% | +25.5% |
| YTD | -20.5% | +12.0% | -32.6% | -14.8% |
| 1Y | -18.1% | +16.2% | -34.2% | -10.1% |
| 3Y | -70.7% | +65.1% | -135.8% | -56.5% |
| 5Y | -77.2% | +33.3% | -110.5% | -64.7% |
| All | -77.2% | +31.7% | -108.9% | -64.7% |
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 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