+51.5%
RSP vs QID
-80.7%
+132.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -0.4% | -2.7% | +2.3% | -1.2% |
| 30D | -1.5% | +1.8% | -3.3% | -1.0% |
| 3M | +4.8% | -2.2% | +7.0% | +4.9% |
| 6M | +10.3% | -32.1% | +42.4% | 0.0% |
| YTD | +14.1% | -28.6% | +42.6% | +5.3% |
| 1Y | +17.0% | -36.3% | +53.3% | +5.0% |
| 3Y | +54.2% | -74.4% | +128.6% | +12.0% |
| 5Y | +51.5% | -80.8% | +132.3% | +10.0% |
| All | +51.5% | -80.7% | +132.2% | +10.0% |
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