+184.0%
ROP vs QID
-99.1%
+283.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | -0.6% |
| 7D | -2.9% | -1.1% | -1.8% | -3.0% |
| 30D | +30.1% | +14.4% | +15.7% | +35.1% |
| 3M | +19.9% | +6.7% | +13.2% | +22.3% |
| 6M | +46.0% | +2.6% | +43.4% | +47.6% |
| YTD | +8.4% | -24.2% | +32.5% | +0.6% |
| 1Y | +8.8% | -22.3% | +31.1% | +2.0% |
| 3Y | -5.6% | -72.0% | +66.4% | -31.8% |
| 5Y | +3.0% | -78.2% | +81.2% | -22.8% |
| 10Y | +184.0% | -99.1% | +283.1% | -12.1% |
| All | +184.0% | -99.1% | +283.1% | -12.1% |
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