-77.0%
QID vs SUI
-26.4%
-50.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +3.1% |
| 7D | -7.1% | -1.5% | -5.7% | -7.8% |
| 30D | +12.6% | +3.7% | +8.9% | +14.4% |
| 3M | +14.2% | -0.4% | +14.6% | +13.7% |
| 6M | +6.2% | -2.8% | +9.0% | +3.5% |
| YTD | -21.8% | -1.6% | -20.2% | -22.9% |
| 1Y | -23.1% | -2.1% | -21.1% | -24.4% |
| 3Y | -71.3% | +18.5% | -89.8% | -65.7% |
| All | -77.0% | -26.4% | -50.6% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling