+183.1%
ROP vs QID
-99.1%
+282.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | +0.2% |
| 7D | -2.7% | -11.8% | +9.1% | -5.9% |
| 30D | +29.7% | +14.2% | +15.5% | +34.7% |
| 3M | +21.2% | +8.8% | +12.4% | +24.3% |
| 6M | +48.3% | +1.5% | +46.8% | +49.3% |
| YTD | +8.4% | -23.8% | +32.2% | +0.8% |
| 1Y | +6.0% | -22.0% | +28.0% | -0.6% |
| 3Y | -5.6% | -71.9% | +66.3% | -31.7% |
| 5Y | +1.3% | -77.6% | +78.8% | -23.4% |
| All | +183.1% | -99.1% | +282.2% | -13.9% |
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