+1,450.1%
QLD vs QID
-99.0%
+1,549.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | +0.1% |
| 7D | -3.8% | +1.8% | -5.6% | +0.1% |
| 30D | -20.5% | +21.6% | -42.2% | +0.5% |
| 3M | -14.6% | +12.6% | -27.3% | +1.3% |
| 6M | -14.7% | +6.9% | -21.6% | +2.6% |
| YTD | +11.2% | -20.5% | +31.7% | +4.3% |
| 1Y | +7.1% | -18.1% | +25.2% | +5.0% |
| 3Y | +141.1% | -70.7% | +211.8% | +19.2% |
| 5Y | +84.3% | -77.2% | +161.5% | +24.1% |
| 10Y | +1,450.1% | -99.0% | +1,549.1% | +19.9% |
| All | +1,450.1% | -99.0% | +1,549.1% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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