-99.0%
QID vs RY
+354.4%
-453.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.3% | -4.9% |
| 7D | +1.8% | -0.6% | +2.3% | +1.5% |
| 30D | +21.6% | +6.1% | +15.5% | +31.6% |
| 3M | +12.6% | -3.4% | +16.0% | +8.8% |
| 6M | +6.9% | +12.8% | -5.9% | +26.3% |
| YTD | -20.5% | +21.0% | -41.5% | +4.2% |
| 1Y | -18.1% | +40.5% | -58.5% | +29.9% |
| 3Y | -70.7% | +159.9% | -230.6% | +9.6% |
| 5Y | -77.2% | +125.0% | -202.2% | -18.9% |
| 10Y | -99.0% | +350.6% | -449.6% | -91.1% |
| All | -99.0% | +354.4% | -453.4% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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