+52.5%
SOXX vs QID
-21.1%
+73.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -5.0% |
| 7D | -13.7% | +9.8% | -23.5% | -4.3% |
| 30D | -23.6% | +18.9% | -42.5% | -6.8% |
| 3M | -16.9% | +9.6% | -26.5% | -5.5% |
| 6M | -2.4% | -7.8% | +5.4% | +2.6% |
| YTD | +49.8% | -23.3% | +73.1% | +39.0% |
| 1Y | +52.5% | -22.0% | +74.6% | +46.1% |
| All | +52.5% | -21.1% | +73.6% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling