-100.0%
QID vs GEN
+469.8%
-569.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.7% |
| 7D | +1.8% | +1.0% | +0.8% | +2.5% |
| 30D | +21.6% | +29.1% | -7.5% | +42.6% |
| 3M | +12.6% | +2.9% | +9.7% | +14.9% |
| 6M | +6.9% | +33.6% | -26.7% | +29.8% |
| YTD | -20.5% | +12.0% | -32.6% | -12.3% |
| 1Y | -18.1% | +16.2% | -34.2% | -7.4% |
| 3Y | -70.7% | +65.1% | -135.8% | -54.3% |
| 5Y | -77.2% | +33.3% | -110.5% | -65.3% |
| 10Y | -99.0% | +149.7% | -248.7% | -97.0% |
| All | -100.0% | +469.8% | -569.8% | -99.7% |
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 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