-80.7%
QID vs WU
-51.6%
-29.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.0% |
| 7D | +2.7% | -5.0% | +7.7% | +0.6% |
| 30D | +3.3% | -2.3% | +5.6% | +2.5% |
| 3M | -5.5% | -3.2% | -2.3% | -5.3% |
| 6M | -28.4% | -25.0% | -3.4% | -36.4% |
| YTD | -26.6% | -21.7% | -4.9% | -33.1% |
| 1Y | -34.1% | -9.0% | -25.2% | -34.5% |
| 3Y | -73.7% | -28.9% | -44.8% | -75.7% |
| 5Y | -80.7% | -51.0% | -29.6% | -84.0% |
| All | -80.7% | -51.6% | -29.1% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling