+66.7%
RSP vs QID
-71.8%
+138.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.8% | +9.1% | +0.7% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | +3.7% | +20.1% | -16.3% | +8.7% |
| 3M | +0.8% | +11.8% | -11.1% | +4.1% |
| 6M | +9.1% | +5.5% | +3.6% | +11.9% |
| YTD | +16.7% | -21.5% | +38.3% | +11.6% |
| 1Y | +19.7% | -22.6% | +42.3% | +14.3% |
| 3Y | +66.7% | -72.3% | +139.0% | +25.9% |
| All | +66.7% | -71.8% | +138.5% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling