-99.1%
QID vs TRU
+147.2%
-246.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.1% |
| 7D | +1.3% | -2.7% | +4.0% | -0.7% |
| 30D | +2.9% | -2.0% | +5.0% | +1.6% |
| 3M | -0.7% | +18.4% | -19.2% | +12.4% |
| 6M | -29.7% | +8.9% | -38.5% | -24.4% |
| YTD | -27.9% | -8.9% | -18.9% | -31.7% |
| 1Y | -34.6% | -15.9% | -18.7% | -41.6% |
| 3Y | -73.5% | -1.1% | -72.4% | -68.0% |
| 5Y | -81.0% | -35.2% | -45.8% | -79.7% |
| All | -99.1% | +147.2% | -246.3% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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