-29.1%
QID vs SOLS
+22.7%
-51.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.6% |
| 7D | -2.7% | +4.5% | -7.3% | -1.6% |
| 30D | +1.8% | +6.0% | -4.2% | +3.4% |
| 3M | -2.2% | -19.7% | +17.5% | -5.8% |
| 6M | -32.1% | -10.4% | -21.7% | -32.4% |
| YTD | -28.6% | +33.3% | -61.8% | -24.4% |
| All | -29.1% | +22.7% | -51.8% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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