-22.0%
QID vs INDA
-7.3%
-14.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.6% | +1.2% |
| 7D | +9.8% | +6.9% | +2.9% | +18.4% |
| 30D | +18.9% | +7.4% | +11.5% | +29.0% |
| 3M | +9.6% | -1.0% | +10.6% | +7.5% |
| 6M | -7.8% | +2.9% | -10.7% | -3.9% |
| YTD | -23.3% | -7.4% | -15.9% | -25.2% |
| 1Y | -22.0% | -7.4% | -14.6% | -23.5% |
| All | -22.0% | -7.3% | -14.7% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling