-99.1%
QID vs RGEN
+414.1%
-513.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.2% |
| 7D | +2.7% | -2.9% | +5.7% | +1.4% |
| 30D | +3.3% | -0.1% | +3.4% | +3.6% |
| 3M | -5.5% | +25.9% | -31.5% | +5.9% |
| 6M | -28.4% | +35.2% | -63.6% | -15.5% |
| YTD | -26.6% | +0.5% | -27.1% | -24.1% |
| 1Y | -34.1% | +37.0% | -71.1% | -19.9% |
| 3Y | -73.7% | +2.0% | -75.7% | -67.8% |
| 5Y | -80.7% | -44.2% | -36.5% | -78.0% |
| All | -99.1% | +414.1% | -513.2% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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