+558.6%
QQQ vs QID
-99.2%
+657.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | 0.0% |
| 7D | -0.6% | +1.3% | -1.8% | +0.1% |
| 30D | -1.2% | +2.9% | -4.2% | +0.4% |
| 3M | -0.2% | -0.7% | +0.5% | +1.3% |
| 6M | +17.9% | -29.7% | +47.6% | +2.7% |
| YTD | +16.6% | -27.9% | +44.5% | +3.6% |
| 1Y | +23.0% | -34.6% | +57.6% | +5.4% |
| 3Y | +92.9% | -73.5% | +166.5% | +19.9% |
| 5Y | +95.6% | -81.0% | +176.6% | +26.8% |
| All | +558.6% | -99.2% | +657.7% | +32.0% |
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