-99.1%
QID vs WPM
+558.4%
-657.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -1.2% |
| 7D | +1.3% | -0.6% | +1.8% | +1.2% |
| 30D | +2.9% | +14.4% | -11.5% | +7.2% |
| 3M | -0.7% | +37.0% | -37.7% | +9.6% |
| 6M | -29.7% | +4.1% | -33.8% | -26.5% |
| YTD | -27.9% | +31.7% | -59.6% | -19.1% |
| 1Y | -34.6% | +44.2% | -78.7% | -24.3% |
| 3Y | -73.5% | +265.5% | -339.0% | -59.3% |
| 5Y | -81.0% | +262.5% | -343.5% | -69.2% |
| All | -99.1% | +558.4% | -657.5% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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