-99.1%
QID vs IBN
+324.2%
-423.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -0.7% |
| 7D | +1.3% | -3.0% | +4.3% | -0.4% |
| 30D | +2.9% | -1.5% | +4.5% | +2.1% |
| 3M | -0.7% | +7.9% | -8.6% | +3.9% |
| 6M | -29.7% | +8.6% | -38.3% | -25.4% |
| YTD | -27.9% | -0.6% | -27.3% | -26.9% |
| 1Y | -34.6% | -7.3% | -27.2% | -36.3% |
| 3Y | -73.5% | +26.2% | -99.7% | -68.0% |
| 5Y | -81.0% | +57.8% | -138.8% | -71.2% |
| All | -99.1% | +324.2% | -423.3% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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