-72.1%
QID vs SUI
+17.1%
-89.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.5% |
| 7D | -11.8% | -3.8% | -8.0% | -12.0% |
| 30D | +14.2% | +3.9% | +10.3% | +14.7% |
| 3M | +8.8% | +0.2% | +8.6% | +8.8% |
| 6M | +1.5% | -4.2% | +5.7% | +0.6% |
| YTD | -23.8% | -2.5% | -21.3% | -24.0% |
| 1Y | -22.0% | -4.0% | -18.0% | -22.5% |
| All | -72.1% | +17.1% | -89.1% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling