+169.8%
SLV vs QID
-80.7%
+250.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.3% |
| 7D | -0.3% | -0.6% | +0.3% | -0.4% |
| 30D | +6.7% | 0.0% | +6.7% | +6.8% |
| 3M | -10.7% | +3.7% | -14.4% | -9.0% |
| 6M | -20.6% | -29.9% | +9.3% | -24.1% |
| YTD | -7.1% | -28.8% | +21.6% | -10.6% |
| 1Y | +62.0% | -37.2% | +99.2% | +53.6% |
| 3Y | +169.8% | -73.7% | +243.5% | +135.1% |
| All | +169.8% | -80.7% | +250.6% | +123.3% |
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