-99.1%
QID vs RACE
+793.3%
-892.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | -0.6% |
| 7D | -2.7% | -1.0% | -1.7% | -3.6% |
| 30D | +1.8% | -1.5% | +3.3% | +0.6% |
| 3M | -2.2% | +15.5% | -17.6% | +12.3% |
| 6M | -32.1% | +17.3% | -49.4% | -19.9% |
| YTD | -28.6% | +11.1% | -39.7% | -19.5% |
| 1Y | -36.3% | -14.3% | -22.1% | -43.2% |
| 3Y | -74.4% | +40.2% | -114.6% | -58.1% |
| 5Y | -80.8% | +92.6% | -173.3% | -44.9% |
| 10Y | -99.1% | +786.6% | -885.7% | -90.2% |
| All | -99.1% | +793.3% | -892.4% | -90.2% |
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