-99.2%
QID vs RACE
+658.9%
-758.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.1% | -3.7% |
| 7D | +9.4% | +5.1% | +4.3% | +14.1% |
| 30D | +31.2% | +7.7% | +23.5% | +39.7% |
| 3M | +17.4% | +2.2% | +15.3% | +20.2% |
| 6M | +8.4% | +23.8% | -15.3% | +31.5% |
| YTD | -15.8% | +13.9% | -29.7% | -3.2% |
| 1Y | -16.3% | +3.8% | -20.1% | -10.9% |
| 3Y | -70.4% | +28.0% | -98.4% | -57.4% |
| 5Y | -74.8% | +64.9% | -139.7% | -41.8% |
| 10Y | -99.0% | +780.4% | -879.4% | -91.4% |
| All | -99.2% | +658.9% | -758.1% | -92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling