+65.3%
RIG vs QID
-80.2%
+145.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | +1.9% |
| 7D | -4.2% | +2.7% | -6.9% | -3.2% |
| 30D | -0.7% | +3.3% | -4.0% | +0.6% |
| 3M | -4.0% | -5.5% | +1.5% | -5.6% |
| 6M | -6.3% | -28.4% | +22.1% | -17.2% |
| YTD | +39.7% | -26.6% | +66.3% | +25.5% |
| 1Y | +78.1% | -34.1% | +112.2% | +54.8% |
| 3Y | -29.5% | -73.7% | +44.2% | -52.5% |
| 5Y | +65.3% | -80.7% | +146.0% | +14.3% |
| All | +65.3% | -80.2% | +145.5% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling