-98.9%
QID vs SUI
+118.5%
-217.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.1% | -3.4% |
| 7D | +9.4% | +6.2% | +3.2% | +13.5% |
| 30D | +31.2% | +8.6% | +22.7% | +37.7% |
| 3M | +17.4% | +1.0% | +16.4% | +17.7% |
| 6M | +8.4% | -2.6% | +11.0% | +5.2% |
| YTD | -15.8% | -0.1% | -15.6% | -16.5% |
| 1Y | -16.3% | +0.5% | -16.8% | -16.7% |
| 3Y | -70.4% | +15.3% | -85.7% | -66.0% |
| 5Y | -74.8% | -26.1% | -48.6% | -76.9% |
| All | -98.9% | +118.5% | -217.4% | -97.9% |
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