-34.6%
QID vs INDA
-8.4%
-26.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -0.6% |
| 7D | +1.3% | -2.7% | +4.0% | -2.0% |
| 30D | +2.9% | -2.8% | +5.7% | -0.4% |
| 3M | -0.7% | +1.6% | -2.4% | +1.7% |
| 6M | -29.7% | -1.4% | -28.3% | -28.0% |
| YTD | -27.9% | -10.1% | -17.7% | -31.0% |
| 1Y | -34.6% | -8.8% | -25.8% | -36.2% |
| All | -34.6% | -8.4% | -26.1% | -36.2% |
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