-99.0%
QID vs RBA
+225.5%
-324.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.5% |
| 7D | +1.8% | +3.2% | -1.4% | +3.7% |
| 30D | +21.6% | +12.0% | +9.6% | +29.5% |
| 3M | +12.6% | +2.9% | +9.7% | +14.4% |
| 6M | +6.9% | -6.3% | +13.2% | +4.0% |
| YTD | -20.5% | -5.9% | -14.6% | -21.2% |
| 1Y | -18.1% | -3.9% | -14.2% | -17.5% |
| 3Y | -70.7% | +64.9% | -135.6% | -56.8% |
| 5Y | -77.2% | +48.5% | -125.7% | -64.8% |
| 10Y | -99.0% | +211.8% | -310.8% | -97.0% |
| All | -99.0% | +225.5% | -324.5% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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