-37.2%
QID vs LII
-28.2%
-9.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | 0.0% |
| 7D | -0.6% | -0.7% | +0.1% | -0.8% |
| 30D | 0.0% | -12.6% | +12.6% | -4.2% |
| 3M | +3.7% | -24.4% | +28.2% | -3.5% |
| 6M | -29.9% | -28.7% | -1.1% | -33.8% |
| YTD | -28.8% | -19.1% | -9.6% | -30.7% |
| 1Y | -37.2% | -29.7% | -7.5% | -40.3% |
| All | -37.2% | -28.2% | -9.0% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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