-100.0%
QID vs GEN
+463.7%
-563.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | -1.4% |
| 7D | -11.8% | -3.0% | -8.8% | -13.4% |
| 30D | +14.2% | +24.7% | -10.5% | +31.1% |
| 3M | +8.8% | +4.1% | +4.7% | +11.9% |
| 6M | +1.5% | +36.0% | -34.5% | +24.9% |
| YTD | -23.8% | +10.9% | -34.6% | -16.4% |
| 1Y | -22.0% | +12.2% | -34.2% | -13.7% |
| 3Y | -71.9% | +63.3% | -135.2% | -56.4% |
| 5Y | -77.6% | +29.0% | -106.6% | -66.6% |
| 10Y | -99.1% | +147.5% | -246.6% | -97.1% |
| All | -100.0% | +463.7% | -563.7% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling