+2,207.2%
QQQ vs QID
-100.0%
+2,307.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | 0.0% |
| 7D | +1.0% | -1.9% | +2.9% | 0.0% |
| 30D | -0.6% | +1.7% | -2.3% | +0.4% |
| 3M | +1.3% | -3.9% | +5.2% | +1.4% |
| 6M | +18.1% | -30.0% | +48.1% | +2.6% |
| YTD | +16.9% | -28.2% | +45.1% | +3.5% |
| 1Y | +24.0% | -35.6% | +59.6% | +5.3% |
| 3Y | +95.6% | -74.3% | +169.9% | +19.8% |
| 5Y | +94.5% | -80.8% | +175.3% | +26.7% |
| 10Y | +571.7% | -99.2% | +670.9% | +32.3% |
| All | +2,207.2% | -100.0% | +2,307.2% | +34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling