-74.4%
QID vs IBB
+64.8%
-139.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | -1.8% |
| 7D | -2.7% | -1.7% | -1.1% | -4.3% |
| 30D | +1.8% | +4.9% | -3.1% | +6.7% |
| 3M | -2.2% | +24.2% | -26.4% | +22.8% |
| 6M | -32.1% | +23.8% | -56.0% | -13.9% |
| YTD | -28.6% | +23.0% | -51.5% | -9.5% |
| 1Y | -36.3% | +46.2% | -82.5% | -1.5% |
| 3Y | -74.4% | +64.8% | -139.2% | -49.7% |
| All | -74.4% | +64.8% | -139.2% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling