-74.9%
QID vs IBB
+37.5%
-112.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -0.4% |
| 7D | +9.4% | -1.8% | +11.2% | +7.8% |
| 30D | +31.2% | +5.1% | +26.2% | +41.1% |
| 3M | +17.4% | +10.7% | +6.7% | +35.6% |
| 6M | +8.4% | +22.9% | -14.5% | +44.5% |
| YTD | -15.8% | +26.7% | -42.5% | +19.2% |
| 1Y | -16.3% | +35.1% | -51.4% | +30.1% |
| 3Y | -70.4% | +80.2% | -150.6% | -20.3% |
| All | -74.9% | +37.5% | -112.4% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling