-99.0%
QID vs PTC
+315.4%
-414.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.5% |
| 7D | +1.8% | +1.3% | +0.5% | +2.7% |
| 30D | +21.6% | +1.1% | +20.5% | +22.6% |
| 3M | +12.6% | +30.1% | -17.5% | +37.3% |
| 6M | +6.9% | +34.0% | -27.1% | +31.4% |
| YTD | -20.5% | +12.8% | -33.3% | -14.6% |
| 1Y | -18.1% | +10.7% | -28.8% | -13.2% |
| 3Y | -70.7% | +29.6% | -100.3% | -59.3% |
| 5Y | -77.2% | +63.5% | -140.8% | -52.4% |
| 10Y | -99.0% | +316.7% | -415.7% | -94.2% |
| All | -99.0% | +315.4% | -414.4% | -94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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