-99.1%
QID vs SUI
+104.3%
-203.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | -0.7% |
| 7D | -2.7% | -3.1% | +0.4% | -4.7% |
| 30D | +1.8% | -2.3% | +4.1% | +0.3% |
| 3M | -2.2% | -2.8% | +0.7% | -4.6% |
| 6M | -32.1% | -12.4% | -19.8% | -38.1% |
| YTD | -28.6% | -3.3% | -25.3% | -30.4% |
| 1Y | -36.3% | -5.8% | -30.5% | -39.1% |
| 3Y | -74.4% | +12.5% | -86.9% | -70.9% |
| 5Y | -80.8% | -32.9% | -47.9% | -83.4% |
| 10Y | -99.1% | +104.4% | -203.5% | -98.3% |
| All | -99.1% | +104.3% | -203.5% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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