+8.4%
QID vs SUI
-2.4%
+10.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.1% | -1.4% |
| 7D | +9.4% | +6.2% | +3.2% | +4.1% |
| 30D | +31.2% | +8.6% | +22.7% | +22.6% |
| 3M | +17.4% | +1.0% | +16.4% | +16.7% |
| 6M | +8.4% | -2.6% | +11.0% | +10.9% |
| All | +8.4% | -2.4% | +10.8% | +10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling