-73.7%
QID vs XHB
+24.0%
-97.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | -0.6% |
| 7D | -1.9% | -1.9% | 0.0% | -3.2% |
| 30D | +1.7% | -8.3% | +10.0% | -4.2% |
| 3M | -3.9% | -7.1% | +3.2% | -7.6% |
| 6M | -30.0% | -5.3% | -24.7% | -30.5% |
| YTD | -28.2% | -3.2% | -25.0% | -27.2% |
| 1Y | -35.6% | -13.9% | -21.8% | -40.1% |
| All | -73.7% | +24.0% | -97.7% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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