-99.1%
QID vs RY
+351.8%
-450.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | 0.0% |
| 7D | -11.8% | -0.5% | -11.3% | -12.3% |
| 30D | +14.2% | +4.7% | +9.5% | +21.8% |
| 3M | +8.8% | -4.5% | +13.3% | +3.7% |
| 6M | +1.5% | +12.5% | -11.0% | +19.7% |
| YTD | -23.8% | +21.1% | -44.9% | +0.2% |
| 1Y | -22.0% | +38.6% | -60.6% | +21.9% |
| 3Y | -71.9% | +160.2% | -232.1% | +5.4% |
| 5Y | -77.6% | +124.7% | -202.3% | -20.1% |
| All | -99.1% | +351.8% | -450.9% | -91.5% |
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