-73.7%
QID vs WPM
+273.6%
-347.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.8% |
| 7D | -1.9% | +3.9% | -5.8% | -0.7% |
| 30D | +1.7% | +17.7% | -16.0% | +7.2% |
| 3M | -3.9% | +39.4% | -43.3% | +8.2% |
| 6M | -30.0% | +6.4% | -36.4% | -25.5% |
| YTD | -28.2% | +34.0% | -62.2% | -18.1% |
| 1Y | -35.6% | +50.5% | -86.2% | -23.7% |
| All | -73.7% | +273.6% | -347.2% | -57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling