-71.3%
QID vs RACE
+24.7%
-96.0%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +3.3% |
| 7D | -7.1% | -1.2% | -5.9% | -7.7% |
| 30D | +12.6% | +6.1% | +6.5% | +16.0% |
| 3M | +14.2% | -0.3% | +14.5% | +14.6% |
| 6M | +6.2% | +23.4% | -17.2% | +19.0% |
| YTD | -21.8% | +12.5% | -34.3% | -15.0% |
| 1Y | -23.1% | -0.5% | -22.7% | -21.5% |
| 3Y | -71.3% | +23.6% | -94.9% | -64.2% |
| All | -71.3% | +24.7% | -96.0% | -64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling