-23.1%
QID vs TRMB
-31.7%
+8.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.5% |
| 7D | -7.1% | +2.8% | -10.0% | -6.5% |
| 30D | +12.6% | -5.9% | +18.5% | +13.0% |
| 3M | +14.2% | -3.3% | +17.5% | +15.8% |
| 6M | +6.2% | +1.3% | +4.8% | +8.7% |
| YTD | -21.8% | -29.0% | +7.2% | -32.9% |
| 1Y | -23.1% | -27.8% | +4.6% | -32.4% |
| All | -23.1% | -31.7% | +8.6% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling