+620.3%
RSP vs QID
-100.0%
+720.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -1.4% |
| 7D | -1.0% | +9.4% | -10.4% | +2.9% |
| 30D | +2.6% | +31.2% | -28.7% | +14.8% |
| 3M | -0.8% | +17.4% | -18.2% | +6.5% |
| 6M | +6.3% | +8.4% | -2.1% | +11.7% |
| YTD | +14.1% | -15.8% | +29.9% | +9.5% |
| 1Y | +18.0% | -16.3% | +34.3% | +13.3% |
| 3Y | +61.0% | -70.4% | +131.4% | +9.4% |
| 5Y | +45.6% | -74.8% | +120.4% | +7.1% |
| 10Y | +220.2% | -99.0% | +319.2% | -29.3% |
| All | +620.3% | -100.0% | +720.3% | -53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling