-99.1%
QID vs RACE
+717.8%
-816.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | -1.6% |
| 7D | -11.8% | -4.0% | -7.8% | -14.8% |
| 30D | +14.2% | +3.5% | +10.7% | +18.1% |
| 3M | +8.8% | -0.4% | +9.2% | +9.1% |
| 6M | +1.5% | +23.2% | -21.7% | +24.3% |
| YTD | -23.8% | +11.0% | -34.8% | -13.7% |
| 1Y | -22.0% | -2.2% | -19.8% | -21.2% |
| 3Y | -71.9% | +22.5% | -94.4% | -60.0% |
| 5Y | -77.6% | +63.2% | -140.7% | -44.6% |
| All | -99.1% | +717.8% | -816.9% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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