-99.1%
QID vs HRB
+209.1%
-308.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.6% |
| 7D | +1.3% | -8.0% | +9.3% | -1.3% |
| 30D | +2.9% | -16.0% | +18.9% | -2.5% |
| 3M | -0.7% | +26.9% | -27.6% | +7.8% |
| 6M | -29.7% | +51.1% | -80.8% | -18.3% |
| YTD | -27.9% | +7.1% | -34.9% | -26.2% |
| 1Y | -34.6% | -9.6% | -25.0% | -37.5% |
| 3Y | -73.5% | +25.4% | -98.9% | -69.8% |
| 5Y | -81.0% | +114.9% | -195.9% | -71.1% |
| All | -99.1% | +209.1% | -308.3% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling