-100.0%
QID vs GEN
+482.0%
-581.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -1.8% |
| 7D | -0.6% | -1.2% | +0.6% | -1.3% |
| 30D | 0.0% | +10.1% | -10.1% | +6.8% |
| 3M | +3.7% | +16.1% | -12.4% | +14.6% |
| 6M | -29.9% | +38.9% | -68.7% | -11.4% |
| YTD | -28.8% | +14.4% | -43.2% | -20.2% |
| 1Y | -37.2% | +5.9% | -43.0% | -33.0% |
| 3Y | -73.7% | +58.8% | -132.5% | -59.7% |
| 5Y | -80.7% | +24.7% | -105.4% | -71.9% |
| 10Y | -99.1% | +163.1% | -262.2% | -97.1% |
| All | -100.0% | +482.0% | -581.9% | -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