-80.7%
QID vs XHB
+30.4%
-111.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.3% | +4.7% | 0.0% |
| 7D | +2.7% | -5.2% | +8.0% | -2.5% |
| 30D | +3.3% | -12.1% | +15.5% | -9.0% |
| 3M | -5.5% | -6.2% | +0.7% | -10.0% |
| 6M | -28.4% | -6.7% | -21.7% | -30.8% |
| YTD | -26.6% | -5.5% | -21.1% | -27.7% |
| 1Y | -34.1% | -15.6% | -18.5% | -42.4% |
| 3Y | -73.7% | +22.0% | -95.7% | -58.0% |
| 5Y | -80.7% | +31.8% | -112.5% | -53.6% |
| All | -80.7% | +30.4% | -111.1% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling